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

Top Buys

1 +$6.63M
2 +$2.99M
3 +$2.45M
4
AAPL icon
Apple
AAPL
+$2.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.88M

Top Sells

1 +$2.68M
2 +$2.57M
3 +$2.3M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
NTRS icon
Northern Trust
NTRS
+$1.64M

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
VET icon
476
Vermilion Energy
VET
$1.13B
$7.64K ﹤0.01%
1,052
-485
EFXT
477
Enerflex
EFXT
$1.41B
$7.33K ﹤0.01%
934
-24,002
OSK icon
478
Oshkosh
OSK
$8.55B
$7.24K ﹤0.01%
64
+5
CVLT icon
479
Commault Systems
CVLT
$7.56B
$7.12K ﹤0.01%
41
+3
AYI icon
480
Acuity Brands
AYI
$10.9B
$6.84K ﹤0.01%
23
+2
NTRS icon
481
Northern Trust
NTRS
$23.9B
$6.57K ﹤0.01%
52
-12,957
LSPD icon
482
Lightspeed Commerce
LSPD
$1.59B
$6.3K ﹤0.01%
+540
KKR icon
483
KKR & Co
KKR
$110B
$6.23K ﹤0.01%
47
+4
FOX icon
484
Fox Class B
FOX
$23.4B
$6.02K ﹤0.01%
+117
VMC icon
485
Vulcan Materials
VMC
$38.8B
$5.98K ﹤0.01%
23
+2
RDWR icon
486
Radware
RDWR
$1.1B
$5.95K ﹤0.01%
203
-1,352
TPC
487
Tutor Perini Cor
TPC
$3.39B
$5.5K ﹤0.01%
+118
NRG icon
488
NRG Energy
NRG
$31B
$5.28K ﹤0.01%
+33
HWC icon
489
Hancock Whitney
HWC
$4.76B
$4.92K ﹤0.01%
86
+7
GLPI icon
490
Gaming and Leisure Properties
GLPI
$12.8B
$4.09K ﹤0.01%
88
-16,445
PVH icon
491
PVH
PVH
$4.07B
$3.9K ﹤0.01%
+57
ENB icon
492
Enbridge
ENB
$104B
$3.61K ﹤0.01%
80
+6
CCEP icon
493
Coca-Cola Europacific Partners
CCEP
$41.8B
$3.6K ﹤0.01%
39
+3
PD icon
494
PagerDuty
PD
$1.48B
$3.59K ﹤0.01%
+236
ON icon
495
ON Semiconductor
ON
$21.2B
$3.55K ﹤0.01%
68
-780
AFRM icon
496
Affirm
AFRM
$23.4B
$3.24K ﹤0.01%
47
+4
EQIX icon
497
Equinix
EQIX
$81.1B
$3.17K ﹤0.01%
4
BBWI icon
498
Bath & Body Works
BBWI
$5.38B
$3.16K ﹤0.01%
+106
ESI icon
499
Element Solutions
ESI
$6.13B
$3.16K ﹤0.01%
140
+11
TDOC icon
500
Teladoc Health
TDOC
$1.47B
$3.03K ﹤0.01%
349
+27