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

Top Buys

1
+$6.02M
2
+$4.27M
3
+$4.1M
4
DB icon
Deutsche Bank
DB
+$4.01M
5
MDT icon
Medtronic
MDT
+$3.2M

Top Sells

1
+$2.71M
2
+$1.33M
3
+$1.32M
4
AON icon
Aon
AON
+$1.2M
5
RS icon
Reliance Steel & Aluminium
RS
+$921K

Sector Composition

1 Technology 33.09%
2 Financials 12.88%
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
551
– –
-50
552
– –
-234
553
– –
-1,586
554
– –
-2,916
555
– –
-507
556
– –
-1,161
557
– –
-4,282
558
– –
-1,895
559
– –
-133
560
– –
-413
561
– –
-2,571
562
– –
-22,241
563
– –
-3,863
564
– –
-15,091
565
– –
-233
566
– –
-651
567
– –
-103
568
– –
-256
569
– –
-1,240
570
– –
-2,642
571
– –
-23
572
– –
-732
573
– –
-61
574
– –
-1,614
575
– –
-3,047
20 21 22
23
24