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
$1.48B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.4M
3
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$2.01M
5
CLS icon
Celestica
CLS
+$1.84M

Top Sells

1
+$2.62M
2
+$2.33M
3
+$2.3M
4
FCX icon
Freeport-McMoran
FCX
+$1.59M
5
AMAT icon
Applied Materials
AMAT
+$1.48M

Sector Composition

1 Technology 36.11%
2 Financials 13.19%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6.19K ﹤0.01%
540
477
$6.06K ﹤0.01%
47
478
$5.34K ﹤0.01%
86
479
$4.74K ﹤0.01%
54
+38
480
$4.74K ﹤0.01%
57
481
$4.49K ﹤0.01%
+54
482
$4.37K ﹤0.01%
127
-20,728
483
$4.07K ﹤0.01%
88
484
$4.01K ﹤0.01%
80
485
$3.87K ﹤0.01%
236
486
$3.74K ﹤0.01%
25
-3,834
487
$3.69K ﹤0.01%
+19
488
$3.5K ﹤0.01%
39
489
$3.5K ﹤0.01%
15
-1,214
490
$3.5K ﹤0.01%
140
491
$3.48K ﹤0.01%
35
-5,183
492
$3.33K ﹤0.01%
68
493
$3.15K ﹤0.01%
60
-1,575
494
$3.15K ﹤0.01%
+6
495
$3.11K ﹤0.01%
4
496
$2.96K ﹤0.01%
273
497
$2.71K ﹤0.01%
106
498
$2.68K ﹤0.01%
349
499
$2.56K ﹤0.01%
+9
500
$2.55K ﹤0.01%
97
-106
18 19
20
21 22