PIM

Plato Investment Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 29.41%
This Quarter Est. Return
1 Year Est. Return
+29.41%
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
501
$4.84K ﹤0.01%
35
-213
502
$4.45K ﹤0.01%
+12
503
$4.19K ﹤0.01%
+79
504
$3.58K ﹤0.01%
11
-778
505
$3.39K ﹤0.01%
+371
506
$3.31K ﹤0.01%
74
507
$3.3K ﹤0.01%
4
-130
508
$3.17K ﹤0.01%
36
509
$2.95K ﹤0.01%
+129
510
$2.59K ﹤0.01%
322
-1,420
511
$2.55K ﹤0.01%
252
-568
512
$1.96K ﹤0.01%
43
-7,631
513
$1.84K ﹤0.01%
46
514
$1.57K ﹤0.01%
6
515
$1.32K ﹤0.01%
27
516
$1.22K ﹤0.01%
32
517
$1.19K ﹤0.01%
54
-7,885
518
$1.18K ﹤0.01%
5
519
$1.15K ﹤0.01%
15
520
$1.08K ﹤0.01%
16
521
$1.01K ﹤0.01%
150
522
$1K ﹤0.01%
6
523
$1K ﹤0.01%
8
524
$892 ﹤0.01%
26
525
$652 ﹤0.01%
66
-10,789
19 20
21
22 23