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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
$1.07B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$3.28M
3
+$2.85M
4
HES
Hess
HES
+$2.69M
5
MS icon
Morgan Stanley
MS
+$2.24M

Top Sells

1
+$4.31M
2
+$3.11M
3
+$3.11M
4
RS icon
Reliance Steel & Aluminium
RS
+$1.84M
5
BA icon
Boeing
BA
+$1.7M

Sector Composition

1 Technology 35.22%
2 Healthcare 12.24%
3 Financials 11.29%
4 Communication Services 9.88%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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502
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503
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-1,739
504
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-7
505
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-1,530
506
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-777
507
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-2,468
508
– –
-7,597
509
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-2
510
– –
-15,275
511
– –
-531
512
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-4,419
513
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514
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515
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516
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-244
517
– –
-7
518
– –
-955
519
– –
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520
– –
-16,415
521
– –
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