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
$1.36B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.26M
3
+$4.31M
4
AMZN icon
Amazon
AMZN
+$3.77M
5
GEV icon
GE Vernova
GEV
+$3.45M

Top Sells

1
+$3.37M
2
+$3.31M
3
+$3.29M
4
TRI icon
Thomson Reuters
TRI
+$1.97M
5
BEPC icon
Brookfield Renewable
BEPC
+$1.85M

Sector Composition

1 Technology 34.85%
2 Financials 13.35%
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
576
$1.07K ﹤0.01%
16
577
$1.06K ﹤0.01%
6
578
$991 ﹤0.01%
26
579
$983 ﹤0.01%
21
580
$894 ﹤0.01%
+22
581
$849 ﹤0.01%
12
-9
582
$786 ﹤0.01%
18
-47
583
$688 ﹤0.01%
16
584
$682 ﹤0.01%
42
585
$153 ﹤0.01%
85
586
– –
-7,375
587
– –
-32
588
– –
-736
589
– –
-90
590
– –
-220
591
– –
-483
592
– –
-7,978
593
– –
-7,856
594
– –
-2,480
595
– –
-218
596
– –
-137
597
– –
-1
598
– –
-750
599
– –
-6,882
600
– –
-8,853
21 22 23
24
25