PIM

Plato Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 26.16%
This Quarter Est. Return
1 Year Est. Return
+26.16%
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
+$6.63M
2
+$2.99M
3
+$2.45M
4
AAPL icon
Apple
AAPL
+$2.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.88M

Top Sells

1
+$2.68M
2
+$2.57M
3
+$2.3M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
NTRS icon
Northern Trust
NTRS
+$1.64M

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
BVS icon
526
Bioventus
BVS
$476M
– –
-3,977
CACI icon
527
CACI
CACI
$11.4B
– –
-12
CGAU
528
Centerra Gold
CGAU
$2.24B
– –
-1,620
CIGI icon
529
Colliers International
CIGI
$8.29B
– –
-583
COMP icon
530
Compass
COMP
$4.24B
– –
-12,444
CRUS icon
531
Cirrus Logic
CRUS
$6.62B
– –
-973
CYBR icon
532
CyberArk
CYBR
$25.3B
– –
-118
DCBO
533
Docebo
DCBO
$778M
– –
-789
DFS
534
DELISTED
Discover Financial Services
DFS
– –
-1,108
DOOO icon
535
Bombardier Recreational Products
DOOO
$4.77B
– –
-217
DSGX icon
536
Descartes Systems
DSGX
$8.33B
– –
-17,377
ESLT icon
537
Elbit Systems
ESLT
$22.2B
– –
-225
FIX icon
538
Comfort Systems
FIX
$27.9B
– –
-11
FSV icon
539
FirstService
FSV
$8.42B
– –
-7,940
FVRR icon
540
Fiverr
FVRR
$832M
– –
-672
GIL icon
541
Gildan
GIL
$8.85B
– –
-4,619
HAS icon
542
Hasbro
HAS
$10.5B
– –
-1,879
IDCC icon
543
InterDigital
IDCC
$9.39B
– –
-916
JEF icon
544
Jefferies Financial Group
JEF
$11.4B
– –
-1,034
JWN
545
DELISTED
Nordstrom
JWN
– –
-4,040
KGC icon
546
Kinross Gold
KGC
$28.7B
– –
-210,351
LPLA icon
547
LPL Financial
LPLA
$27.1B
– –
-81
MOS icon
548
The Mosaic Company
MOS
$9.41B
– –
-917
NVMI icon
549
Nova
NVMI
$9.72B
– –
-1,130
OLED icon
550
Universal Display
OLED
$6.94B
– –
-169
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