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
$1.36B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.26M
3
+$4.31M
4
AMZN icon
Amazon
AMZN
+$3.77M
5
GEV icon
GE Vernova
GEV
+$3.45M

Top Sells

1
+$3.37M
2
+$3.31M
3
+$3.29M
4
TRI icon
Thomson Reuters
TRI
+$1.97M
5
BEPC icon
Brookfield Renewable
BEPC
+$1.85M

Sector Composition

1 Technology 34.85%
2 Financials 13.35%
3 Healthcare 10.85%
4 Consumer Discretionary 10.55%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$76.9K 0.01%
2,238
+1,365
477
$75.6K 0.01%
242
-183
478
$72.4K 0.01%
876
-2,916
479
$72.3K 0.01%
23,974
480
$71.2K 0.01%
1,080
481
$68.8K 0.01%
391
482
$68.1K 0.01%
+2,343
483
$66K ﹤0.01%
755
-2,090
484
$63.7K ﹤0.01%
191
-165
485
$61.1K ﹤0.01%
+906
486
$60.7K ﹤0.01%
4,760
487
$59.9K ﹤0.01%
399
488
$57.1K ﹤0.01%
+434
489
$56.3K ﹤0.01%
+736
490
$55.5K ﹤0.01%
849
491
$53.2K ﹤0.01%
624
492
$53.1K ﹤0.01%
+124
493
$51.7K ﹤0.01%
2,293
494
$50.8K ﹤0.01%
+803
495
$48.2K ﹤0.01%
+172
496
$48K ﹤0.01%
+877
497
$46.8K ﹤0.01%
370
-620
498
$46.3K ﹤0.01%
1,908
499
$45.8K ﹤0.01%
896
500
$45.6K ﹤0.01%
+2,503
18 19
20
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