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
$967M
AUM Growth
+$886M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$57.6M
2
+$51.9M
3
+$44.1M
4
AMZN icon
Amazon
AMZN
+$32.4M
5
META icon
Meta Platforms (Facebook)
META
+$21.8M

Top Sells

1
+$326K
2
+$242K
3
+$160K
4
WBA
Walgreens Boots Alliance
WBA
+$157K
5
KSS icon
Kohl's
KSS
+$128K

Sector Composition

1 Technology 32.25%
2 Healthcare 12.51%
3 Financials 11.5%
4 Consumer Discretionary 10.59%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.09K ﹤0.01%
5
477
$1.03K ﹤0.01%
16
478
$1.02K ﹤0.01%
48
479
$1.02K ﹤0.01%
7
480
$970 ﹤0.01%
13
-279
481
$947 ﹤0.01%
15
482
$822 ﹤0.01%
2
483
$765 ﹤0.01%
42
484
$724 ﹤0.01%
16
485
$454 ﹤0.01%
1
-2
486
$451 ﹤0.01%
7
-15
487
$299 ﹤0.01%
85
488
$282 ﹤0.01%
13
-7,257
489
$281 ﹤0.01%
2
-9
490
– –
-163
491
– –
-67
492
– –
-1,159
493
– –
-299
494
– –
-1,229
495
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-21
496
– –
-7
497
– –
-2,719
498
– –
-126
499
– –
-139
500
– –
-1,203
17 18 19
20
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