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
$1.23B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$4.59M
3
+$4.39M
4
DB icon
Deutsche Bank
DB
+$4.32M
5
MDT icon
Medtronic
MDT
+$3.42M

Top Sells

1
+$2.85M
2
+$1.51M
3
+$1.35M
4
AON icon
Aon
AON
+$1.27M
5
RS icon
Reliance Steel & Aluminium
RS
+$929K

Sector Composition

1 Technology 33.11%
2 Financials 12.87%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$24.5K ﹤0.01%
917
477
$23.3K ﹤0.01%
906
478
$23.1K ﹤0.01%
1,032
479
$22.5K ﹤0.01%
293
480
$21K ﹤0.01%
309
481
$20.5K ﹤0.01%
208
-6,780
482
$20.2K ﹤0.01%
86
483
$19.7K ﹤0.01%
570
484
$18.8K ﹤0.01%
81
-899
485
$18.1K ﹤0.01%
305
486
$17.5K ﹤0.01%
700
487
$17.4K ﹤0.01%
+672
488
$17.2K ﹤0.01%
750
489
$16.4K ﹤0.01%
2,372
-3,099
490
$16.2K ﹤0.01%
488
491
$16K ﹤0.01%
1,742
492
$15.4K ﹤0.01%
220
493
$13.5K ﹤0.01%
400
494
$12.8K ﹤0.01%
421
495
$12.7K ﹤0.01%
+278
496
$12.6K ﹤0.01%
1,824
497
$12.4K ﹤0.01%
75
-3,640
498
$12.3K ﹤0.01%
207
499
$11.5K ﹤0.01%
223
500
$10.4K ﹤0.01%
164
18 19
20
21 22