PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.56%
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
+$2.57M
2
+$2.23M
3
+$2.23M
4
SCHW icon
Charles Schwab
SCHW
+$2.16M
5
NVDA icon
NVIDIA
NVDA
+$2.14M

Top Sells

1
+$2.33M
2
+$2.3M
3
+$2.27M
4
AMAT icon
Applied Materials
AMAT
+$1.66M
5
FCX icon
Freeport-McMoran
FCX
+$1.43M

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
$6.69B
$2.54K ﹤0.01%
57
-12,885
COUR icon
502
Coursera
COUR
$992M
$1.88K ﹤0.01%
162
VRSN icon
503
VeriSign
VRSN
$20.6B
$1.67K ﹤0.01%
6
BL icon
504
BlackLine
BL
$2.61B
$1.53K ﹤0.01%
29
LH icon
505
Labcorp
LH
$23B
$1.42K ﹤0.01%
5
ZD icon
506
Ziff Davis
ZD
$1.32B
$1.32K ﹤0.01%
35
KWR icon
507
Quaker Houghton
KWR
$2.95B
$1.18K ﹤0.01%
9
SBH icon
508
Sally Beauty Holdings
SBH
$1.59B
$1.13K ﹤0.01%
70
ELS icon
509
Equity Lifestyle Properties
ELS
$12.7B
$1.02K ﹤0.01%
17
MANH icon
510
Manhattan Associates
MANH
$8.68B
$1.02K ﹤0.01%
5
-2,049
OVV icon
511
Ovintiv
OVV
$13.2B
$962 ﹤0.01%
24
-9,652
NTRS icon
512
Northern Trust
NTRS
$28.4B
$935 ﹤0.01%
7
-45
EXPI icon
513
eXp World Holdings
EXPI
$1.38B
$751 ﹤0.01%
71
FRSH icon
514
Freshworks
FRSH
$2.52B
$526 ﹤0.01%
45
CSX icon
515
CSX Corp
CSX
$75.6B
$317 ﹤0.01%
9
FOX icon
516
Fox Class B
FOX
$24.8B
$114 ﹤0.01%
2
-115
RAL
517
Ralliant Corp
RAL
$4.46B
– –
-5,740
EXE
518
Expand Energy Corp
EXE
$26.3B
– –
-4,466
GAP
519
The Gap Inc
GAP
$10.8B
– –
-5,793
DAY
520
DELISTED
Dayforce
DAY
– –
-3,865
ZIM icon
521
ZIM Integrated Shipping Services
ZIM
$2.49B
– –
-11,354
WBA
522
DELISTED
Walgreens Boots Alliance
WBA
– –
-60,393
VRNT
523
DELISTED
Verint Systems
VRNT
– –
-1,571
VFC icon
524
VF Corp
VFC
$7.96B
– –
-4,421
VET icon
525
Vermilion Energy
VET
$1.57B
– –
-1,052
18 19 20
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