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

Top Buys

1
+$55.5M
2
+$55M
3
+$35.4M
4
AMZN icon
Amazon
AMZN
+$30M
5
META icon
Meta Platforms (Facebook)
META
+$20M

Top Sells

1
+$277K
2
+$242K
3
+$161K
4
HESM icon
Hess Midstream
HESM
+$150K
5
KSS icon
Kohl's
KSS
+$128K

Sector Composition

1 Technology 32.23%
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
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-451
491
– –
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492
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-67
493
– –
-1,159
494
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-299
495
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-1,229
496
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-21
497
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-7
498
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-2,719
499
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-126
500
– –
-139
17 18 19
20
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