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
$1.19B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2.86M
3
+$1.98M
4
EXPE icon
Expedia Group
EXPE
+$1.77M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.37M

Top Sells

1
+$9.43M
2
+$9.16M
3
+$7.23M
4
MSFT icon
Microsoft
MSFT
+$6.36M
5
AVGO icon
Broadcom
AVGO
+$5.84M

Sector Composition

1 Technology 31.91%
2 Financials 13.41%
3 Healthcare 12.21%
4 Consumer Discretionary 9.94%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$23.8K ﹤0.01%
+169
477
$22.9K ﹤0.01%
789
478
$19.3K ﹤0.01%
+2,941
479
$18.2K ﹤0.01%
249
-4,879
480
$17.9K ﹤0.01%
65
-1,903
481
$17.6K ﹤0.01%
550
-1,793
482
$16.3K ﹤0.01%
309
483
$16.1K ﹤0.01%
672
484
$14.1K ﹤0.01%
94
-305
485
$13.8K ﹤0.01%
58
-283
486
$13.6K ﹤0.01%
208
-2,802
487
$12.6K ﹤0.01%
+1,537
488
$10.6K ﹤0.01%
2,372
489
$10.4K ﹤0.01%
1,620
-82,939
490
$10K ﹤0.01%
202
+181
491
$8.59K ﹤0.01%
108
-415
492
$7.41K ﹤0.01%
+217
493
$7.02K ﹤0.01%
30
-1,982
494
$6.06K ﹤0.01%
+38
495
$5.95K ﹤0.01%
104
+68
496
$5.82K ﹤0.01%
+70
497
$5.61K ﹤0.01%
+59
498
$5.59K ﹤0.01%
+21
499
$5.03K ﹤0.01%
43
-700
500
$4.95K ﹤0.01%
+21
18 19
20
21 22