PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.56%
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
+$2.57M
2
+$2.23M
3
+$2.23M
4
SCHW icon
Charles Schwab
SCHW
+$2.16M
5
NVDA icon
NVIDIA
NVDA
+$2.14M

Top Sells

1
+$2.33M
2
+$2.3M
3
+$2.27M
4
AMAT icon
Applied Materials
AMAT
+$1.66M
5
FCX icon
Freeport-McMoran
FCX
+$1.43M

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
LSPD icon
476
Lightspeed Commerce
LSPD
$1.27B
$6.19K ﹤0.01%
540
KKR icon
477
KKR & Co
KKR
$92B
$6.06K ﹤0.01%
47
HWC icon
478
Hancock Whitney
HWC
$5.93B
$5.34K ﹤0.01%
86
NDAQ icon
479
Nasdaq
NDAQ
$48.4B
$4.74K ﹤0.01%
54
+38
PVH icon
480
PVH
PVH
$3.03B
$4.74K ﹤0.01%
57
TRU icon
481
TransUnion
TRU
$14.3B
$4.49K ﹤0.01%
+54
MGM icon
482
MGM Resorts International
MGM
$9.68B
$4.37K ﹤0.01%
127
-20,728
GLPI icon
483
Gaming and Leisure Properties
GLPI
$12.8B
$4.07K ﹤0.01%
88
ENB icon
484
Enbridge
ENB
$110B
$4.01K ﹤0.01%
80
PD icon
485
PagerDuty
PD
$738M
$3.87K ﹤0.01%
236
EPAM icon
486
EPAM Systems
EPAM
$10.3B
$3.74K ﹤0.01%
25
-3,834
VST icon
487
Vistra
VST
$50.7B
$3.69K ﹤0.01%
+19
CCEP icon
488
Coca-Cola Europacific Partners
CCEP
$43.8B
$3.5K ﹤0.01%
39
LNG icon
489
Cheniere Energy
LNG
$45.9B
$3.5K ﹤0.01%
15
-1,214
ESI icon
490
Element Solutions
ESI
$7.25B
$3.5K ﹤0.01%
140
ROKU icon
491
Roku
ROKU
$12.7B
$3.48K ﹤0.01%
35
-5,183
ON icon
492
ON Semiconductor
ON
$26.2B
$3.33K ﹤0.01%
68
BILL icon
493
BILL Holdings
BILL
$4.84B
$3.15K ﹤0.01%
60
-1,575
LII icon
494
Lennox International
LII
$18.4B
$3.15K ﹤0.01%
+6
EQIX icon
495
Equinix
EQIX
$83.3B
$3.11K ﹤0.01%
4
GTM
496
ZoomInfo Technologies
GTM
$2.28B
$2.96K ﹤0.01%
273
BBWI icon
497
Bath & Body Works
BBWI
$4.72B
$2.71K ﹤0.01%
106
TDOC icon
498
Teladoc Health
TDOC
$889M
$2.68K ﹤0.01%
349
FDS icon
499
Factset
FDS
$7.69B
$2.56K ﹤0.01%
+9
RDWR icon
500
Radware
RDWR
$1.09B
$2.55K ﹤0.01%
97
-106
18 19
20
21 22