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
$1.53B
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.46M
3
+$2.42M
4
FIX icon
Comfort Systems
FIX
+$2.01M
5
LOGI icon
Logitech
LOGI
+$2M

Top Sells

1
+$2.19M
2
+$2.11M
3
+$2.02M
4
CLS icon
Celestica
CLS
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.66M

Sector Composition

1 Technology 35.58%
2 Financials 13.82%
3 Communication Services 10.83%
4 Healthcare 10.8%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LH icon
501
Labcorp
LH
$22.2B
$1.26K ﹤0.01%
5
KWR icon
502
Quaker Houghton
KWR
$2.25B
$1.24K ﹤0.01%
9
ZD icon
503
Ziff Davis
ZD
$1.59B
$1.24K ﹤0.01%
35
COUR icon
504
Coursera
COUR
$1.04B
$1.2K ﹤0.01%
162
ELS icon
505
Equity Lifestyle Properties
ELS
$13.1B
$1.03K ﹤0.01%
17
SBH icon
506
Sally Beauty Holdings
SBH
$1.43B
$1K ﹤0.01%
70
NTRS icon
507
Northern Trust
NTRS
$25.8B
$961 ﹤0.01%
7
OVV icon
508
Ovintiv
OVV
$14.8B
$945 ﹤0.01%
24
MANH icon
509
Manhattan Associates
MANH
$9.12B
$871 ﹤0.01%
5
EXPI icon
510
eXp World Holdings
EXPI
$1.05B
$646 ﹤0.01%
71
FRSH icon
511
Freshworks
FRSH
$2.45B
$554 ﹤0.01%
45
CSX icon
512
CSX Corp
CSX
$74.3B
$328 ﹤0.01%
9
FOX icon
513
Fox Class B
FOX
$23.1B
$130 ﹤0.01%
2
AIZ icon
514
Assurant
AIZ
$11.1B
– –
-126
AKAM icon
515
Akamai
AKAM
$14.5B
– –
-1,088
APAM icon
516
Artisan Partners
APAM
$2.63B
– –
-1,003
BALL icon
517
Ball Corp
BALL
$16.6B
– –
-309
BBWI icon
518
Bath & Body Works
BBWI
$4.26B
– –
-106
BXP icon
519
Boston Properties
BXP
$8.4B
– –
-3,141
CALM icon
520
Cal-Maine
CALM
$4.28B
– –
-1,932
COO icon
521
Cooper Companies
COO
$14.9B
– –
-3,827
DKS icon
522
Dick's Sporting Goods
DKS
$17.7B
– –
-358
DUK icon
523
Duke Energy
DUK
$103B
– –
-1,935
DUOL icon
524
Duolingo
DUOL
$4.79B
– –
-71
DVA icon
525
DaVita
DVA
$10.1B
– –
-2,729
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