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

Top Buys

1
+$3.85M
2
+$2.67M
3
+$2.06M
4
EXPE icon
Expedia Group
EXPE
+$1.65M
5
TAP icon
Molson Coors Class B
TAP
+$1.38M

Top Sells

1
+$8.88M
2
+$8.3M
3
+$8.15M
4
MSFT icon
Microsoft
MSFT
+$5.92M
5
AVGO icon
Broadcom
AVGO
+$4.67M

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
SM icon
601
SM Energy
SM
$2.36B
– –
-3,863
SVM
602
Silvercorp Metals
SVM
$1.39B
– –
-23,974
TER icon
603
Teradyne
TER
$22.8B
– –
-1,310
TFX icon
604
Teleflex
TFX
$5.88B
– –
-1,315
THC icon
605
Tenet Healthcare
THC
$17.9B
– –
-167
TMHC icon
606
Taylor Morrison
TMHC
$6.19B
– –
-220
TOL icon
607
Toll Brothers
TOL
$13.3B
– –
-1,140
TOST icon
608
Toast
TOST
$22.2B
– –
-171
TPH icon
609
Tri Pointe Homes
TPH
$2.87B
– –
-164
TRP icon
610
TC Energy
TRP
$53.4B
– –
-4,287
TRU icon
611
TransUnion
TRU
$15.7B
– –
-1,820
TTEK icon
612
Tetra Tech
TTEK
$8.92B
– –
-140
U icon
613
Unity
U
$14.9B
– –
-2,293
UGI icon
614
UGI
UGI
$7.21B
– –
-700
VCEL icon
615
Vericel Corp
VCEL
$1.84B
– –
-198
VCYT icon
616
Veracyte
VCYT
$2.84B
– –
-4,816
VERX icon
617
Vertex
VERX
$4.14B
– –
-766
VSCO icon
618
Victoria's Secret
VSCO
$2.49B
– –
-906
VYGR icon
619
Voyager Therapeutics
VYGR
$265M
– –
-1,449
WAL icon
620
Western Alliance Bancorporation
WAL
$8.42B
– –
-1,883
WM icon
621
Waste Management
WM
$86.6B
– –
-737
WU icon
622
Western Union
WU
$2.63B
– –
-13,177
WY icon
623
Weyerhaeuser
WY
$17.1B
– –
-400
YELP icon
624
Yelp
YELP
$2.1B
– –
-57
YEXT icon
625
Yext
YEXT
$1.04B
– –
-1,657
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