PIM

Plato Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 26.16%
This Quarter Est. Return
1 Year Est. Return
+26.16%
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
+$6.63M
2
+$2.99M
3
+$2.45M
4
AAPL icon
Apple
AAPL
+$2.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.88M

Top Sells

1
+$2.68M
2
+$2.57M
3
+$2.3M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
NTRS icon
Northern Trust
NTRS
+$1.64M

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
GTM
501
ZoomInfo Technologies
GTM
$3.49B
$2.75K ﹤0.01%
273
+21
VRSN icon
502
VeriSign
VRSN
$23.5B
$1.73K ﹤0.01%
+6
BL icon
503
BlackLine
BL
$3.34B
$1.64K ﹤0.01%
29
+2
NDAQ icon
504
Nasdaq
NDAQ
$50.2B
$1.43K ﹤0.01%
16
+1
COUR icon
505
Coursera
COUR
$1.71B
$1.41K ﹤0.01%
162
+12
RF icon
506
Regions Financial
RF
$21.5B
$1.36K ﹤0.01%
58
+4
LH icon
507
Labcorp
LH
$23.5B
$1.31K ﹤0.01%
5
ZD icon
508
Ziff Davis
ZD
$1.55B
$1.06K ﹤0.01%
35
+3
ELS icon
509
Equity Lifestyle Properties
ELS
$12.3B
$1.04K ﹤0.01%
17
+1
KWR icon
510
Quaker Houghton
KWR
$2.32B
$1K ﹤0.01%
9
+1
ODFL icon
511
Old Dominion Freight Line
ODFL
$29.6B
$970 ﹤0.01%
6
CDNA icon
512
CareDx
CDNA
$776M
$915 ﹤0.01%
47
-1,366
FRSH icon
513
Freshworks
FRSH
$3.32B
$668 ﹤0.01%
45
+3
SBH icon
514
Sally Beauty Holdings
SBH
$1.47B
$646 ﹤0.01%
70
-301
EXPI icon
515
eXp World Holdings
EXPI
$1.74B
$644 ﹤0.01%
71
+5
CSX icon
516
CSX Corp
CSX
$66.9B
$293 ﹤0.01%
9
+1
ACGL icon
517
Arch Capital
ACGL
$32.8B
– –
-2,822
ACI icon
518
Albertsons Companies
ACI
$10.7B
– –
-2,368
ALC icon
519
Alcon
ALC
$37.8B
– –
-8,408
AWR icon
520
American States Water
AWR
$2.94B
– –
-108
BAM icon
521
Brookfield Asset Management
BAM
$87.1B
– –
-1,075
BEPC icon
522
Brookfield Renewable
BEPC
$7.03B
– –
-42,082
BKE icon
523
Buckle
BKE
$2.82B
– –
-4,907
BRO icon
524
Brown & Brown
BRO
$29.4B
– –
-3,552
BURL icon
525
Burlington
BURL
$16.6B
– –
-2,605
19 20
21
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