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
$1.23B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$4.59M
3
+$4.39M
4
DB icon
Deutsche Bank
DB
+$4.32M
5
MDT icon
Medtronic
MDT
+$3.42M

Top Sells

1
+$2.85M
2
+$1.51M
3
+$1.35M
4
AON icon
Aon
AON
+$1.27M
5
RS icon
Reliance Steel & Aluminium
RS
+$929K

Sector Composition

1 Technology 33.11%
2 Financials 12.87%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$10.2K ﹤0.01%
99
502
$9.1K ﹤0.01%
164
-4,655
503
$8.89K ﹤0.01%
56
504
$8.47K ﹤0.01%
1,449
505
$8.45K ﹤0.01%
820
506
$8.36K ﹤0.01%
198
507
$8.08K ﹤0.01%
+483
508
$7.83K ﹤0.01%
61
509
$7.42K ﹤0.01%
164
510
$6.6K ﹤0.01%
140
511
$6.05K ﹤0.01%
+149
512
$5.88K ﹤0.01%
289
-6,312
513
$4.84K ﹤0.01%
171
514
$3.41K ﹤0.01%
+19
515
$3.4K ﹤0.01%
31
516
$3.38K ﹤0.01%
65
517
$2.86K ﹤0.01%
18
518
$2.78K ﹤0.01%
54
519
$2.32K ﹤0.01%
19
520
$2K ﹤0.01%
57
521
$1.91K ﹤0.01%
23
522
$1.88K ﹤0.01%
36
523
$1.82K ﹤0.01%
12
-502
524
$1.77K ﹤0.01%
46
525
$1.71K ﹤0.01%
69
19 20
21
22 23