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
$1.49B
AUM Growth
-$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$2.71M
3
+$2.44M
4
GEV icon
GE Vernova
GEV
+$2.16M
5
F icon
Ford
F
+$2.14M

Top Sells

1
+$3.49M
2
+$1.93M
3
+$1.89M
4
PFE icon
Pfizer
PFE
+$1.82M
5
TRI icon
Thomson Reuters
TRI
+$1.61M

Sector Composition

1 Technology 34.04%
2 Financials 13.47%
3 Healthcare 11.21%
4 Communication Services 10.38%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVAC
526
DELISTED
CureVac
CVAC
– –
-7,062
CVNA icon
527
Carvana
CVNA
$47.6B
– –
-5,240
EPAM icon
528
EPAM Systems
EPAM
$5.12B
– –
-8
GOOS
529
Canada Goose Holdings
GOOS
$950M
– –
-6,455
HOOD icon
530
Robinhood
HOOD
$74.3B
– –
-9,262
INDV icon
531
Indivior Pharmaceuticals
INDV
$4.45B
– –
-2,183
KMB icon
532
Kimberly-Clark
KMB
$32.9B
– –
-143
LEA icon
533
Lear
LEA
$7.09B
– –
-304
LEN icon
534
Lennar Class A
LEN
$22.3B
– –
-7,648
LNG icon
535
Cheniere Energy
LNG
$50B
– –
-15
NLY icon
536
Annaly Capital Management
NLY
$15.5B
– –
-10,891
ORI icon
537
Old Republic International
ORI
$9.29B
– –
-24,958
OVV icon
538
Ovintiv
OVV
$15.9B
– –
-24
PAY icon
539
Paymentus
PAY
$2.63B
– –
-1,090
PAYC icon
540
Paycom
PAYC
$6.42B
– –
-879
PEGA icon
541
Pegasystems
PEGA
$5.8B
– –
-867
RYN icon
542
Rayonier
RYN
$6.31B
– –
-576
SNAP icon
543
Snap
SNAP
$9.55B
– –
-33,969
TAP icon
544
Molson Coors Class B
TAP
$7.33B
– –
-48
TSCO icon
545
Tractor Supply
TSCO
$15.6B
– –
-2,622
TTD icon
546
Trade Desk
TTD
$9.38B
– –
-4,004
UNP icon
547
Union Pacific
UNP
$162B
– –
-586
UPS icon
548
United Parcel Service
UPS
$92.3B
– –
-57
VC icon
549
Visteon
VC
$3.14B
– –
-401
VMC icon
550
Vulcan Materials
VMC
$36.5B
– –
-23
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