PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$5.38M
3
+$4.34M
4
AMZN icon
Amazon
AMZN
+$3.5M
5
GEV icon
GE Vernova
GEV
+$3.27M

Top Sells

1
+$4M
2
+$3.8M
3
+$2.56M
4
BEPC icon
Brookfield Renewable
BEPC
+$2.04M
5
TRI icon
Thomson Reuters
TRI
+$2.03M

Sector Composition

1 Technology 34.82%
2 Financials 13.38%
3 Healthcare 10.85%
4 Consumer Discretionary 10.55%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.22M 0.6%
53,855
+142
27
$7.57M 0.56%
171,614
+2,306
28
$7.44M 0.55%
1,493
+37
29
$7.43M 0.55%
48,160
+11,162
30
$7.3M 0.54%
16,038
+1,052
31
$6.94M 0.51%
122,224
+4,823
32
$6.89M 0.51%
42,211
+694
33
$6.76M 0.5%
15,148
+2,068
34
$6.69M 0.49%
10,598
+841
35
$6.68M 0.49%
18,908
+595
36
$6.63M 0.49%
383,517
+133,960
37
$6.6M 0.49%
22,174
-1,263
38
$6.57M 0.48%
27,304
+1,910
39
$6.56M 0.48%
6,376
+464
40
$6.24M 0.46%
37,335
+735
41
$6.24M 0.46%
42,935
-771
42
$6.2M 0.46%
18,629
+4,619
43
$5.95M 0.44%
53,263
+4,972
44
$5.91M 0.43%
99,517
+15,048
45
$5.88M 0.43%
156,088
+37,809
46
$5.87M 0.43%
12,658
+3,425
47
$5.85M 0.43%
82,926
+8,361
48
$5.71M 0.42%
61,579
+10,758
49
$5.58M 0.41%
52,263
+22,737
50
$5.49M 0.4%
206,279
+47,834
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