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
551
$8.65K ﹤0.01%
820
552
$8.59K ﹤0.01%
61
553
$8.25K ﹤0.01%
1,449
554
$8.11K ﹤0.01%
289
555
$8.02K ﹤0.01%
99
556
$6.26K ﹤0.01%
171
557
$5.97K ﹤0.01%
164
558
$5.6K ﹤0.01%
140
559
$3.15K ﹤0.01%
74
-75
560
$2.79K ﹤0.01%
18
561
$2.78K ﹤0.01%
31
562
$2.77K ﹤0.01%
36
-603
563
$2.21K ﹤0.01%
57
564
$2.13K ﹤0.01%
12
565
$2.1K ﹤0.01%
69
566
$2.07K ﹤0.01%
36
567
$1.92K ﹤0.01%
18
568
$1.75K ﹤0.01%
32
569
$1.72K ﹤0.01%
6
570
$1.68K ﹤0.01%
46
571
$1.65K ﹤0.01%
27
572
$1.28K ﹤0.01%
+150
573
$1.16K ﹤0.01%
15
574
$1.15K ﹤0.01%
5
575
$1.13K ﹤0.01%
8
21 22
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