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
$1.49B
AUM Growth
-$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1 +$5.15M
2 +$2.71M
3 +$2.44M
4
GEV icon
GE Vernova
GEV
+$2.16M
5
F icon
Ford
F
+$2.14M

Top Sells

1 +$3.49M
2 +$1.93M
3 +$1.89M
4
PFE icon
Pfizer
PFE
+$1.82M
5
TRI icon
Thomson Reuters
TRI
+$1.61M

Sector Composition

1 Technology 34.04%
2 Financials 13.47%
3 Healthcare 11.21%
4 Communication Services 10.38%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RVTY icon
476
Revvity
RVTY
$11B
$6.05K ﹤0.01%
69
OSK icon
477
Oshkosh
OSK
$8.14B
$4.86K ﹤0.01%
33
-31
NRG icon
478
NRG Energy
NRG
$27.3B
$4.83K ﹤0.01%
33
-635
ESI icon
479
Element Solutions
ESI
$9.71B
$4.78K ﹤0.01%
140
BEPC icon
480
Brookfield Renewable
BEPC
$7.06B
$4.73K ﹤0.01%
+119
MGM icon
481
MGM Resorts International
MGM
$12.2B
$4.7K ﹤0.01%
127
GDRX icon
482
GoodRx Holdings
GDRX
$897M
$4.68K ﹤0.01%
2,385
TECK icon
483
Teck Resources
TECK
$30.2B
$4.59K ﹤0.01%
+89
KKR icon
484
KKR & Co
KKR
$83.9B
$4.35K ﹤0.01%
47
TIGO icon
485
Millicom
TIGO
$13.8B
$4.35K ﹤0.01%
+58
PVH icon
486
PVH
PVH
$3.58B
$3.98K ﹤0.01%
57
GLPI icon
487
Gaming and Leisure Properties
GLPI
$13.4B
$3.91K ﹤0.01%
88
TRU icon
488
TransUnion
TRU
$13.6B
$3.74K ﹤0.01%
54
ADNT icon
489
Adient
ADNT
$1.73B
$3.66K ﹤0.01%
181
LULU icon
490
lululemon athletica
LULU
$13.7B
$3.22K ﹤0.01%
+21
CVLT icon
491
Commault Systems
CVLT
$4.9B
$3.19K ﹤0.01%
41
VST icon
492
Vistra
VST
$50.2B
$2.86K ﹤0.01%
19
RDWR icon
493
Radware
RDWR
$1.18B
$2.56K ﹤0.01%
97
WSC icon
494
WillScot Mobile Mini Holdings
WSC
$4.74B
$2.5K ﹤0.01%
144
-1,735
BILL icon
495
BILL Holdings
BILL
$3.58B
$2.3K ﹤0.01%
60
RCL icon
496
Royal Caribbean
RCL
$75.1B
$2.2K ﹤0.01%
8
-67
FDS icon
497
Factset
FDS
$9.31B
$1.95K ﹤0.01%
9
TDOC icon
498
Teladoc Health
TDOC
$1.27B
$1.9K ﹤0.01%
349
CHWY icon
499
Chewy
CHWY
$8.44B
$1.65K ﹤0.01%
61
GTM
500
ZoomInfo Technologies
GTM
$878M
$1.63K ﹤0.01%
273