PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$5.38M
3
+$4.34M
4
AMZN icon
Amazon
AMZN
+$3.5M
5
GEV icon
GE Vernova
GEV
+$3.27M

Top Sells

1
+$4M
2
+$3.8M
3
+$2.56M
4
BEPC icon
Brookfield Renewable
BEPC
+$2.04M
5
TRI icon
Thomson Reuters
TRI
+$2.03M

Sector Composition

1 Technology 34.82%
2 Financials 13.38%
3 Healthcare 10.85%
4 Consumer Discretionary 10.55%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$25.2K ﹤0.01%
176
527
$22.6K ﹤0.01%
917
528
$21.4K ﹤0.01%
672
529
$21.3K ﹤0.01%
86
530
$21.2K ﹤0.01%
167
531
$19.8K ﹤0.01%
700
532
$19.8K ﹤0.01%
169
533
$17.8K ﹤0.01%
3,328
534
$17.3K ﹤0.01%
1,032
535
$17.1K ﹤0.01%
309
536
$16.7K ﹤0.01%
488
537
$15.9K ﹤0.01%
1,742
538
$15.9K ﹤0.01%
490
-80
539
$13.8K ﹤0.01%
421
540
$13.5K ﹤0.01%
220
541
$13.2K ﹤0.01%
66
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542
$12.6K ﹤0.01%
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543
$12.4K ﹤0.01%
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544
$11.9K ﹤0.01%
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545
$11.3K ﹤0.01%
400
546
$11.1K ﹤0.01%
2,372
547
$10.9K ﹤0.01%
198
548
$10.6K ﹤0.01%
1,657
-167
549
$8.71K ﹤0.01%
56
550
$8.71K ﹤0.01%
164
20 21
22
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