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
$1.33B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.67M
3
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

1
+$2.68M
2
+$2.41M
3
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

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
526
– –
-8,408
527
– –
-108
528
– –
-1,075
529
– –
-42,082
530
– –
-4,907
531
– –
-3,552
532
– –
-2,605
533
– –
-3,977
534
– –
-12
535
– –
-1,620
536
– –
-583
537
– –
-12,444
538
– –
-973
539
– –
-118
540
– –
-1,108
541
– –
-217
542
– –
-17,377
543
– –
-225
544
– –
-11
545
– –
-7,940
546
– –
-672
547
– –
-4,619
548
– –
-1,879
549
– –
-916
550
– –
-1,034
19 20 21
22
23