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
$1.23B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$4.59M
3
+$4.39M
4
DB icon
Deutsche Bank
DB
+$4.32M
5
MDT icon
Medtronic
MDT
+$3.42M

Top Sells

1
+$2.85M
2
+$1.51M
3
+$1.35M
4
AON icon
Aon
AON
+$1.27M
5
RS icon
Reliance Steel & Aluminium
RS
+$929K

Sector Composition

1 Technology 33.11%
2 Financials 12.87%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.69K ﹤0.01%
18
527
$1.61K ﹤0.01%
6
-2,066
528
$1.56K ﹤0.01%
+32
529
$1.49K ﹤0.01%
27
530
$1.41K ﹤0.01%
21
531
$1.35K ﹤0.01%
8
532
$1.28K ﹤0.01%
26
533
$1.26K ﹤0.01%
54
534
$1.19K ﹤0.01%
6
535
$1.14K ﹤0.01%
16
536
$1.12K ﹤0.01%
5
537
$1.09K ﹤0.01%
15
538
$1.01K ﹤0.01%
+32
539
$990 ﹤0.01%
21
-34
540
$929 ﹤0.01%
+66
541
$895 ﹤0.01%
+32
542
$860 ﹤0.01%
16
543
$735 ﹤0.01%
+90
544
$482 ﹤0.01%
+42
545
$459 ﹤0.01%
+1
546
$434 ﹤0.01%
+7
547
$177 ﹤0.01%
+85
548
– –
-133
549
– –
-413
550
– –
-2,571
20 21
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