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
$1.36B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.26M
3
+$4.31M
4
AMZN icon
Amazon
AMZN
+$3.77M
5
GEV icon
GE Vernova
GEV
+$3.45M

Top Sells

1
+$3.37M
2
+$3.31M
3
+$3.29M
4
TRI icon
Thomson Reuters
TRI
+$1.97M
5
BEPC icon
Brookfield Renewable
BEPC
+$1.85M

Sector Composition

1 Technology 34.85%
2 Financials 13.35%
3 Healthcare 10.85%
4 Consumer Discretionary 10.55%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$43.3K ﹤0.01%
+1,571
502
$43.2K ﹤0.01%
+1,687
503
$42K ﹤0.01%
300
504
$41.9K ﹤0.01%
1,275
-100,905
505
$41.5K ﹤0.01%
488
506
$41.1K ﹤0.01%
248
507
$41K ﹤0.01%
+766
508
$40.8K ﹤0.01%
523
+500
509
$39.5K ﹤0.01%
+118
510
$38.1K ﹤0.01%
+3,620
511
$37.7K ﹤0.01%
906
512
$36.8K ﹤0.01%
236
+217
513
$35.5K ﹤0.01%
789
514
$34.9K ﹤0.01%
+2,694
515
$33.5K ﹤0.01%
4,237
516
$32K ﹤0.01%
+1,099
517
$30.6K ﹤0.01%
227
518
$30K ﹤0.01%
+1,325
519
$29.5K ﹤0.01%
+690
520
$29.1K ﹤0.01%
293
521
$27.8K ﹤0.01%
+589
522
$27.2K ﹤0.01%
+166
523
$27.2K ﹤0.01%
181
-560
524
$26.8K ﹤0.01%
498
-688
525
$26.5K ﹤0.01%
81
19 20
21
22 23