PIM

Plato Investment Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 29.41%
This Quarter Est. Return
1 Year Est. Return
+29.41%
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 36.14%
2 Financials 13.16%
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
KMX icon
501
CarMax
KMX
$6.92B
$2.54K ﹤0.01%
57
-12,885
COUR icon
502
Coursera
COUR
$1.06B
$1.88K ﹤0.01%
162
VRSN icon
503
VeriSign
VRSN
$23.1B
$1.67K ﹤0.01%
6
BL icon
504
BlackLine
BL
$3.13B
$1.53K ﹤0.01%
29
LH icon
505
Labcorp
LH
$22.5B
$1.42K ﹤0.01%
5
ZD icon
506
Ziff Davis
ZD
$1.5B
$1.32K ﹤0.01%
35
KWR icon
507
Quaker Houghton
KWR
$2.74B
$1.18K ﹤0.01%
9
SBH icon
508
Sally Beauty Holdings
SBH
$1.58B
$1.13K ﹤0.01%
70
ELS icon
509
Equity Lifestyle Properties
ELS
$12.3B
$1.02K ﹤0.01%
17
MANH icon
510
Manhattan Associates
MANH
$10.4B
$1.02K ﹤0.01%
5
-2,049
OVV icon
511
Ovintiv
OVV
$10.1B
$962 ﹤0.01%
24
-9,652
NTRS icon
512
Northern Trust
NTRS
$27.5B
$935 ﹤0.01%
7
-45
EXPI icon
513
eXp World Holdings
EXPI
$1.52B
$751 ﹤0.01%
71
FRSH icon
514
Freshworks
FRSH
$3.08B
$526 ﹤0.01%
45
CSX icon
515
CSX Corp
CSX
$67.5B
$317 ﹤0.01%
9
FOX icon
516
Fox Class B
FOX
$29B
$114 ﹤0.01%
2
-115
ANSS
517
DELISTED
Ansys
ANSS
– –
-6,586
AOS icon
518
A.O. Smith
AOS
$10.1B
– –
-7,847
BIO icon
519
Bio-Rad Laboratories Class A
BIO
$8.46B
– –
-1,317
CDNA icon
520
CareDx
CDNA
$1.03B
– –
-47
CSL icon
521
Carlisle Companies
CSL
$15.2B
– –
-1,754
EAT icon
522
Brinker International
EAT
$7.01B
– –
-145
FLEX icon
523
Flex
FLEX
$24B
– –
-3,725
HES
524
DELISTED
Hess
HES
– –
-16,913
HST icon
525
Host Hotels & Resorts
HST
$12.8B
– –
-24,391
18 19 20
21
22