PIM

Plato Investment Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.4M
3
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$2.01M
5
CLS icon
Celestica
CLS
+$1.84M

Top Sells

1
+$2.62M
2
+$2.33M
3
+$2.3M
4
FCX icon
Freeport-McMoran
FCX
+$1.59M
5
AMAT icon
Applied Materials
AMAT
+$1.48M

Sector Composition

1 Technology 36.11%
2 Financials 13.19%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.09M 0.62%
177,604
27
$8.64M 0.59%
36,747
+4,331
28
$8.47M 0.57%
54,955
+9,887
29
$8.46M 0.57%
60,689
+8,814
30
$8.4M 0.57%
75,056
31
$8.2M 0.56%
38,275
+1,975
32
$7.42M 0.5%
66,806
+449
33
$7.32M 0.5%
44,357
+927
34
$7.25M 0.49%
24,903
35
$7.19M 0.49%
105,940
+4,786
36
$7.19M 0.49%
21,799
-17
37
$7.09M 0.48%
62,391
+1,590
38
$6.84M 0.46%
14,447
+679
39
$6.73M 0.46%
19,220
+3,518
40
$6.72M 0.46%
6,277
-396
41
$6.68M 0.45%
50,308
+930
42
$6.68M 0.45%
9,854
+680
43
$6.53M 0.44%
64,792
44
$6.47M 0.44%
18,877
-397
45
$6.24M 0.42%
200,122
+71,565
46
$6.04M 0.41%
138,387
+11,687
47
$5.98M 0.41%
71,929
48
$5.97M 0.4%
9,785
+260
49
$5.89M 0.4%
36,694
+1,347
50
$5.69M 0.39%
20,304
+2,258
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2
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