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
$1.19B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$2.67M
3
+$2.06M
4
EXPE icon
Expedia Group
EXPE
+$1.65M
5
TAP icon
Molson Coors Class B
TAP
+$1.38M

Top Sells

1
+$8.88M
2
+$8.3M
3
+$8.15M
4
MSFT icon
Microsoft
MSFT
+$5.92M
5
AVGO icon
Broadcom
AVGO
+$4.67M

Sector Composition

1 Technology 31.91%
2 Financials 13.41%
3 Healthcare 12.21%
4 Consumer Discretionary 9.94%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APO icon
501
Apollo Global Management
APO
$70.7B
$4.84K ﹤0.01%
35
-213
CACI icon
502
CACI
CACI
$12.5B
$4.45K ﹤0.01%
+12
HWC icon
503
Hancock Whitney
HWC
$4.73B
$4.19K ﹤0.01%
+79
FIX icon
504
Comfort Systems
FIX
$29B
$3.58K ﹤0.01%
11
-778
SBH icon
505
Sally Beauty Holdings
SBH
$1.46B
$3.39K ﹤0.01%
+371
ENB icon
506
Enbridge
ENB
$104B
$3.31K ﹤0.01%
74
EQIX icon
507
Equinix
EQIX
$80.2B
$3.3K ﹤0.01%
4
-130
CCEP icon
508
Coca-Cola Europacific Partners
CCEP
$41.6B
$3.17K ﹤0.01%
36
ESI icon
509
Element Solutions
ESI
$6.27B
$2.95K ﹤0.01%
+129
TDOC icon
510
Teladoc Health
TDOC
$1.49B
$2.59K ﹤0.01%
322
-1,420
GTM
511
ZoomInfo Technologies
GTM
$3.51B
$2.55K ﹤0.01%
252
-568
AFRM icon
512
Affirm
AFRM
$24.6B
$1.96K ﹤0.01%
43
-7,631
WTRG icon
513
Essential Utilities
WTRG
$11.5B
$1.84K ﹤0.01%
46
ROK icon
514
Rockwell Automation
ROK
$39.7B
$1.57K ﹤0.01%
6
BL icon
515
BlackLine
BL
$3.27B
$1.32K ﹤0.01%
27
ZD icon
516
Ziff Davis
ZD
$1.55B
$1.22K ﹤0.01%
32
RF icon
517
Regions Financial
RF
$21.5B
$1.19K ﹤0.01%
54
-7,885
LH icon
518
Labcorp
LH
$23.4B
$1.18K ﹤0.01%
5
NDAQ icon
519
Nasdaq
NDAQ
$50.7B
$1.15K ﹤0.01%
15
ELS icon
520
Equity Lifestyle Properties
ELS
$11.7B
$1.08K ﹤0.01%
16
COUR icon
521
Coursera
COUR
$1.73B
$1.01K ﹤0.01%
150
ODFL icon
522
Old Dominion Freight Line
ODFL
$28.4B
$1K ﹤0.01%
6
KWR icon
523
Quaker Houghton
KWR
$2.35B
$1K ﹤0.01%
8
BF.B icon
524
Brown-Forman Class B
BF.B
$13.2B
$892 ﹤0.01%
26
EXPI icon
525
eXp World Holdings
EXPI
$1.73B
$652 ﹤0.01%
66
-10,789
19 20
21
22 23