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
$1.48B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.4M
3
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$2.01M
5
CLS icon
Celestica
CLS
+$1.84M

Top Sells

1
+$2.62M
2
+$2.33M
3
+$2.3M
4
FCX icon
Freeport-McMoran
FCX
+$1.59M
5
AMAT icon
Applied Materials
AMAT
+$1.48M

Sector Composition

1 Technology 36.11%
2 Financials 13.19%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KMX icon
501
CarMax
KMX
$5.79B
$2.54K ﹤0.01%
57
-12,885
COUR icon
502
Coursera
COUR
$933M
$1.88K ﹤0.01%
162
VRSN icon
503
VeriSign
VRSN
$22.7B
$1.67K ﹤0.01%
6
BL icon
504
BlackLine
BL
$2.15B
$1.53K ﹤0.01%
29
LH icon
505
Labcorp
LH
$21.8B
$1.42K ﹤0.01%
5
ZD icon
506
Ziff Davis
ZD
$1.57B
$1.32K ﹤0.01%
35
KWR icon
507
Quaker Houghton
KWR
$2.16B
$1.18K ﹤0.01%
9
SBH icon
508
Sally Beauty Holdings
SBH
$1.29B
$1.13K ﹤0.01%
70
ELS icon
509
Equity Lifestyle Properties
ELS
$12B
$1.02K ﹤0.01%
17
MANH icon
510
Manhattan Associates
MANH
$7.62B
$1.02K ﹤0.01%
5
-2,049
OVV icon
511
Ovintiv
OVV
$17.6B
$962 ﹤0.01%
24
-9,652
NTRS icon
512
Northern Trust
NTRS
$25B
$935 ﹤0.01%
7
-45
EXPI icon
513
eXp World Holdings
EXPI
$954M
$751 ﹤0.01%
71
FRSH icon
514
Freshworks
FRSH
$2.24B
$526 ﹤0.01%
45
CSX icon
515
CSX Corp
CSX
$73.8B
$317 ﹤0.01%
9
FOX icon
516
Fox Class B
FOX
$22.7B
$114 ﹤0.01%
2
-115
ANSS
517
DELISTED
Ansys
ANSS
– –
-6,586
AOS icon
518
A.O. Smith
AOS
$8.91B
– –
-7,847
BIO icon
519
Bio-Rad Laboratories Class A
BIO
$7.16B
– –
-1,317
CDNA icon
520
CareDx
CDNA
$859M
– –
-47
CSL icon
521
Carlisle Companies
CSL
$13.3B
– –
-1,754
EAT icon
522
Brinker International
EAT
$5.82B
– –
-145
FLEX icon
523
Flex
FLEX
$23.8B
– –
-3,725
HES
524
DELISTED
Hess
HES
– –
-16,913
HST icon
525
Host Hotels & Resorts
HST
$13B
– –
-24,391
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