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
$1.33B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.67M
3
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

1
+$2.68M
2
+$2.41M
3
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.18M 0.61%
22,383
+987
27
$8.06M 0.61%
75,056
+689
28
$7.85M 0.59%
30,606
-2,048
29
$7.71M 0.58%
56,791
+781
30
$7.65M 0.58%
24,903
+86
31
$7.51M 0.56%
60,801
+14,541
32
$7.2M 0.54%
9,174
+544
33
$6.99M 0.53%
101,154
+512
34
$6.93M 0.52%
21,816
+1,475
35
$6.89M 0.52%
43,430
-32
36
$6.82M 0.51%
51,875
+1,628
37
$6.43M 0.48%
45,068
+632
38
$6.05M 0.46%
15,702
+2,442
39
$5.99M 0.45%
19,274
-2,274
40
$5.96M 0.45%
6,673
+31
41
$5.93M 0.45%
66,357
+4,954
42
$5.78M 0.43%
42,681
+33
43
$5.76M 0.43%
31,596
+146
44
$5.74M 0.43%
71,929
+357
45
$5.62M 0.42%
21,121
-267
46
$5.6M 0.42%
10,337
+7
47
$5.49M 0.41%
64,792
+1,920
48
$5.46M 0.41%
126,700
+5,227
49
$5.39M 0.41%
10,257
+2,799
50
$5.33M 0.4%
13,768
+839
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