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
$1.33B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.67M
3
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

1
+$2.68M
2
+$2.41M
3
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$7.64K ﹤0.01%
1,052
-485
477
$7.33K ﹤0.01%
934
-24,002
478
$7.24K ﹤0.01%
64
+5
479
$7.12K ﹤0.01%
41
+3
480
$6.84K ﹤0.01%
23
+2
481
$6.57K ﹤0.01%
52
-12,957
482
$6.3K ﹤0.01%
+540
483
$6.23K ﹤0.01%
47
+4
484
$6.02K ﹤0.01%
+117
485
$5.98K ﹤0.01%
23
+2
486
$5.95K ﹤0.01%
203
-1,352
487
$5.5K ﹤0.01%
+118
488
$5.28K ﹤0.01%
+33
489
$4.92K ﹤0.01%
86
+7
490
$4.09K ﹤0.01%
88
-16,445
491
$3.9K ﹤0.01%
+57
492
$3.61K ﹤0.01%
80
+6
493
$3.6K ﹤0.01%
39
+3
494
$3.59K ﹤0.01%
+236
495
$3.55K ﹤0.01%
68
-780
496
$3.24K ﹤0.01%
47
+4
497
$3.17K ﹤0.01%
4
498
$3.16K ﹤0.01%
+106
499
$3.16K ﹤0.01%
140
+11
500
$3.03K ﹤0.01%
349
+27
18 19
20
21 22