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
$1.48B
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 36.14%
2 Financials 13.16%
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
KMI icon
526
Kinder Morgan
KMI
$62.2B
– –
-9,383
LUMN icon
527
Lumen
LUMN
$8.67B
– –
-12,193
MOH icon
528
Molina Healthcare
MOH
$9.84B
– –
-65
NGD
529
New Gold Inc
NGD
$8.76B
– –
-108,318
ODFL icon
530
Old Dominion Freight Line
ODFL
$36.7B
– –
-6
OMF icon
531
OneMain Financial
OMF
$7.7B
– –
-1,154
POWI icon
532
Power Integrations
POWI
$2.4B
– –
-704
SEZL icon
533
Sezzle
SEZL
$2.34B
– –
-874
STRL icon
534
Sterling Infrastructure
STRL
$10.8B
– –
-218
SWK icon
535
Stanley Black & Decker
SWK
$13.1B
– –
-5,932
SWKS icon
536
Skyworks Solutions
SWKS
$8.66B
– –
-2,652
TECH icon
537
Bio-Techne
TECH
$10.7B
– –
-4,739
VET icon
538
Vermilion Energy
VET
$1.34B
– –
-1,052
VFC icon
539
VF Corp
VFC
$7.35B
– –
-4,421
VRNT
540
DELISTED
Verint Systems
VRNT
– –
-1,571
WBA
541
DELISTED
Walgreens Boots Alliance
WBA
– –
-60,393
ZIM icon
542
ZIM Integrated Shipping Services
ZIM
$2.57B
– –
-11,354
DAY icon
543
Dayforce
DAY
$11.1B
– –
-3,865
GAP
544
The Gap Inc
GAP
$9.94B
– –
-5,793
EXE
545
Expand Energy Corp
EXE
$23.8B
– –
-4,466
RAL
546
Ralliant Corp
RAL
$6.04B
– –
-5,740
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