PIM
Plato Investment Management Portfolio holdings
AUM
$1.48B
1-Year Est. Return
29.41%
1 Year Est. Return
+29.41%
AUM
$1.48B
AUM Growth
+$146M
(+11%)
Holding
546
Top Buys
| 1 | +$2.57M | |
| 2 | +$2.23M | |
| 3 | +$2.23M | |
| 4 |
Charles Schwab
SCHW
|
+$2.16M |
| 5 |
NVIDIA
NVDA
|
+$2.14M |
Top Sells
| 1 | +$2.33M | |
| 2 | +$2.3M | |
| 3 | +$2.27M | |
| 4 |
Applied Materials
AMAT
|
+$1.66M |
| 5 |
Freeport-McMoran
FCX
|
+$1.43M |
Sector Composition
| 1 | Technology | 36.14% |
| 2 | Financials | 13.16% |
| 3 | Communication Services | 10.69% |
| 4 | Consumer Discretionary | 10.29% |
| 5 | Healthcare | 10.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Abbott
ABT
$217B
| $5.67M | 0.38% |
42,681
|
|
||
52
Merck
MRK
$248B
| $5.67M | 0.38% |
68,054
+4,927
|
|
||
53
Eaton
ETN
$131B
| $5.63M | 0.38% |
15,154
+324
|
|
||
54
Gilead Sciences
GILD
$150B
| $5.63M | 0.38% |
51,082
+6,668
|
|
||
55
Applovin
APP
$234B
| $5.59M | 0.38% |
7,836
+304
|
|
||
56
McDonald's
MCD
$222B
| $5.56M | 0.38% |
18,446
+448
|
|
||
57
Pfizer
PFE
$148B
| $5.54M | 0.38% |
219,270
+6,752
|
|
||
58
Morgan Stanley
MS
$281B
| $5.46M | 0.37% |
34,595
+1,735
|
|
||
|
59
Charles Schwab
SCHW
$167B
| $5.4M | 0.37% |
57,039
+22,764
|
|
||
60
S&P Global
SPGI
$151B
| $5.23M | 0.35% |
10,819
+562
|
|
||
61
Progressive
PGR
$131B
| $5.18M | 0.35% |
21,121
|
|
||
62
TJX Companies
TJX
$170B
| $5.16M | 0.35% |
35,943
+318
|
|
||
63
IBM
IBM
$288B
| $5.01M | 0.34% |
17,896
|
|
||
64
Uber
UBER
$190B
| $4.98M | 0.34% |
51,191
-945
|
|
||
65
UBS Group
UBS
$127B
| $4.91M | 0.33% |
120,920
+36,462
|
|
||
66
EOG Resources
EOG
$60.9B
| $4.87M | 0.33% |
43,748
+8,292
|
|
||
|
67
Applied Materials
AMAT
$214B
| $4.76M | 0.32% |
23,430
-8,166
|
|
||
68
Micron Technology
MU
$267B
| $4.74M | 0.32% |
28,574
+10,187
|
|
||
69
Intuitive Surgical
ISRG
$204B
| $4.74M | 0.32% |
10,670
+333
|
|
||
70
Thermo Fisher Scientific
TMO
$215B
| $4.69M | 0.32% |
9,734
|
|
||
71
Shopify
SHOP
$210B
| $4.55M | 0.31% |
30,834
+9,448
|
|
||
72
AT&T
T
$179B
| $4.54M | 0.31% |
162,024
|
|
||
73
TE Connectivity
TEL
$68.9B
| $4.53M | 0.31% |
20,784
|
|
||
74
ServiceNow
NOW
$177B
| $4.53M | 0.31% |
4,955
+799
|
|
||
75
Ecolab
ECL
$73.6B
| $4.46M | 0.3% |
16,417
|
|