PIM

Plato Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 26.16%
This Quarter Est. Return
1 Year Est. Return
+26.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$4.59M
3
+$4.39M
4
DB icon
Deutsche Bank
DB
+$4.32M
5
MDT icon
Medtronic
MDT
+$3.42M

Top Sells

1
+$2.85M
2
+$1.51M
3
+$1.35M
4
AON icon
Aon
AON
+$1.27M
5
RS icon
Reliance Steel & Aluminium
RS
+$929K

Sector Composition

1 Technology 33.11%
2 Financials 12.87%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.71M 0.63%
10,878
+1,368
27
$7.46M 0.61%
26,995
+385
28
$6.89M 0.56%
14,986
29
$6.77M 0.55%
13,080
+57
30
$6.71M 0.54%
169,308
+24,152
31
$6.47M 0.52%
+18,313
32
$6.44M 0.52%
25,394
+1,486
33
$6.43M 0.52%
43,706
+438
34
$6.35M 0.52%
23,437
+1,041
35
$6.29M 0.51%
36,998
+2,449
36
$6.23M 0.51%
36,600
+2,726
37
$6.13M 0.5%
1,456
-94
38
$6.07M 0.49%
117,401
+13,447
39
$6.05M 0.49%
9,757
+628
40
$6.02M 0.49%
18,708
+735
41
$5.74M 0.47%
50,624
+457
42
$5.7M 0.46%
14,594
43
$5.65M 0.46%
29,985
+186
44
$5.61M 0.46%
5,912
+59
45
$5.33M 0.43%
17,511
-36
46
$5.23M 0.42%
35,788
47
$5.15M 0.42%
13,503
-573
48
$5.12M 0.42%
114,083
+3,673
49
$5.1M 0.41%
14,727
+637
50
$5.07M 0.41%
44,510
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