PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.67M
3
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

1
+$2.68M
2
+$2.41M
3
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.75K ﹤0.01%
273
+21
502
$1.73K ﹤0.01%
+6
503
$1.64K ﹤0.01%
29
+2
504
$1.43K ﹤0.01%
16
+1
505
$1.41K ﹤0.01%
162
+12
506
$1.36K ﹤0.01%
58
+4
507
$1.31K ﹤0.01%
5
508
$1.06K ﹤0.01%
35
+3
509
$1.04K ﹤0.01%
17
+1
510
$1K ﹤0.01%
9
+1
511
$970 ﹤0.01%
6
512
$915 ﹤0.01%
47
-1,366
513
$668 ﹤0.01%
45
+3
514
$646 ﹤0.01%
70
-301
515
$644 ﹤0.01%
71
+5
516
$293 ﹤0.01%
9
+1
517
– –
-4,040
518
– –
-789
519
– –
-2,822
520
– –
-2,368
521
– –
-8,408
522
– –
-108
523
– –
-1,075
524
– –
-42,082
525
– –
-4,907
19 20
21
22 23