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
$1.19B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2.86M
3
+$1.98M
4
EXPE icon
Expedia Group
EXPE
+$1.77M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.37M

Top Sells

1
+$9.43M
2
+$9.16M
3
+$7.23M
4
MSFT icon
Microsoft
MSFT
+$6.36M
5
AVGO icon
Broadcom
AVGO
+$5.84M

Sector Composition

1 Technology 31.91%
2 Financials 13.41%
3 Healthcare 12.21%
4 Consumer Discretionary 9.94%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
– –
-3,863
602
– –
-23,974
603
– –
-1,310
604
– –
-1,315
605
– –
-167
606
– –
-220
607
– –
-1,140
608
– –
-171
609
– –
-164
610
– –
-4,287
611
– –
-1,820
612
– –
-140
613
– –
-2,293
614
– –
-700
615
– –
-198
616
– –
-4,816
617
– –
-766
618
– –
-906
619
– –
-1,449
620
– –
-1,883
621
– –
-737
622
– –
-13,177
623
– –
-400
624
– –
-57
625
– –
-1,657
22 23 24
25
26