PIM

Plato Investment Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
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
501
$2.54K ﹤0.01%
57
-12,885
502
$1.88K ﹤0.01%
162
503
$1.67K ﹤0.01%
6
504
$1.53K ﹤0.01%
29
505
$1.42K ﹤0.01%
5
506
$1.32K ﹤0.01%
35
507
$1.18K ﹤0.01%
9
508
$1.13K ﹤0.01%
70
509
$1.02K ﹤0.01%
17
510
$1.02K ﹤0.01%
5
-2,049
511
$962 ﹤0.01%
24
-9,652
512
$935 ﹤0.01%
7
-45
513
$751 ﹤0.01%
71
514
$526 ﹤0.01%
45
515
$317 ﹤0.01%
9
516
$114 ﹤0.01%
2
-115
517
– –
-5,740
518
– –
-4,466
519
– –
-5,793
520
– –
-3,865
521
– –
-11,354
522
– –
-60,393
523
– –
-1,571
524
– –
-4,421
525
– –
-1,052
18 19 20
21
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