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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
$1.07B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$3.28M
3
+$2.85M
4
HES
Hess
HES
+$2.69M
5
MS icon
Morgan Stanley
MS
+$2.24M

Top Sells

1
+$4.31M
2
+$3.11M
3
+$3.11M
4
RS icon
Reliance Steel & Aluminium
RS
+$1.84M
5
BA icon
Boeing
BA
+$1.7M

Sector Composition

1 Technology 35.22%
2 Healthcare 12.24%
3 Financials 11.29%
4 Communication Services 9.88%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.67K ﹤0.01%
23
477
$1.61K ﹤0.01%
5
478
$1.52K ﹤0.01%
+44
479
$1.51K ﹤0.01%
27
480
$1.36K ﹤0.01%
8
481
$1.35K ﹤0.01%
11
482
$1.34K ﹤0.01%
21
483
$1.31K ﹤0.01%
+27
484
$1.27K ﹤0.01%
5
485
$1.24K ﹤0.01%
5
-1,253
486
$1.12K ﹤0.01%
26
487
$1.08K ﹤0.01%
54
488
$1.06K ﹤0.01%
7
489
$1.06K ﹤0.01%
6
490
$1.04K ﹤0.01%
16
491
$1.02K ﹤0.01%
5
492
$904 ﹤0.01%
15
493
$869 ﹤0.01%
61
-1,055
494
$723 ﹤0.01%
16
495
$25 ﹤0.01%
736
496
– –
-182
497
– –
-9
498
– –
-85
499
– –
-5,148
500
– –
-70
17 18 19
20
21