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
$1.19B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$2.67M
3
+$2.06M
4
EXPE icon
Expedia Group
EXPE
+$1.65M
5
TAP icon
Molson Coors Class B
TAP
+$1.38M

Top Sells

1
+$8.88M
2
+$8.3M
3
+$8.15M
4
MSFT icon
Microsoft
MSFT
+$5.92M
5
AVGO icon
Broadcom
AVGO
+$4.67M

Sector Composition

1 Technology 31.91%
2 Financials 13.41%
3 Healthcare 12.21%
4 Consumer Discretionary 9.94%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PEP icon
26
PepsiCo
PEP
$209B
$7.62M 0.64%
50,247
-3,608
CVX icon
27
Chevron
CVX
$313B
$7.51M 0.63%
44,436
+1,501
CRM icon
28
Salesforce
CRM
$244B
$7.28M 0.61%
26,833
-3,893
QCOM icon
29
Qualcomm
QCOM
$183B
$6.75M 0.57%
43,462
-4,698
BKNG icon
30
Booking.com
BKNG
$170B
$6.71M 0.57%
1,441
-52
GE icon
31
GE Aerospace
GE
$316B
$6.61M 0.56%
32,654
+460
BAC icon
32
Bank of America
BAC
$375B
$6.52M 0.55%
154,586
-17,028
CSCO icon
33
Cisco
CSCO
$279B
$6.28M 0.53%
100,642
+1,125
PGR icon
34
Progressive
PGR
$131B
$6.12M 0.52%
21,388
-5,916
ABT icon
35
Abbott
ABT
$223B
$5.72M 0.48%
42,648
-1,862
VZ icon
36
Verizon
VZ
$168B
$5.57M 0.47%
121,473
+10,801
MCD icon
37
McDonald's
MCD
$221B
$5.56M 0.47%
17,600
+89
AXP icon
38
American Express
AXP
$242B
$5.53M 0.47%
20,341
-1,833
AMGN icon
39
Amgen
AMGN
$159B
$5.37M 0.45%
17,063
-3,091
MRK icon
40
Merck
MRK
$219B
$5.36M 0.45%
59,092
+8,468
INTU icon
41
Intuit
INTU
$187B
$5.36M 0.45%
8,630
-1,968
GILD icon
42
Gilead Sciences
GILD
$151B
$5.26M 0.44%
46,482
-15,097
ACN icon
43
Accenture
ACN
$155B
$5.24M 0.44%
16,621
-2,287
WFC icon
44
Wells Fargo
WFC
$264B
$5.19M 0.44%
71,572
-11,354
ISRG icon
45
Intuitive Surgical
ISRG
$189B
$5.17M 0.44%
10,330
+2,486
ADBE icon
46
Adobe
ADBE
$148B
$5.14M 0.43%
13,260
-1,888
ORCL icon
47
Oracle
ORCL
$777B
$4.97M 0.42%
35,137
-2,198
AWK icon
48
American Water Works
AWK
$28B
$4.88M 0.41%
32,715
-3,564
BMY icon
49
Bristol-Myers Squibb
BMY
$90.4B
$4.85M 0.41%
78,605
-43,619
PFE icon
50
Pfizer
PFE
$141B
$4.84M 0.41%
188,872
-17,407
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