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
$1.33B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$2.99M
3
+$2.45M
4
AAPL icon
Apple
AAPL
+$2.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.88M

Top Sells

1
+$2.68M
2
+$2.57M
3
+$2.3M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
NTRS icon
Northern Trust
NTRS
+$1.64M

Sector Composition

1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACN icon
51
Accenture
ACN
$155B
$5.3M 0.4%
17,806
+1,185
ETN icon
52
Eaton
ETN
$139B
$5.27M 0.4%
14,830
+78
IBM icon
53
IBM
IBM
$265B
$5.26M 0.4%
17,896
+2,247
MCD icon
54
McDonald's
MCD
$222B
$5.24M 0.39%
17,998
+398
PFE icon
55
Pfizer
PFE
$140B
$5.13M 0.39%
212,518
+23,646
GEV icon
56
GE Vernova
GEV
$152B
$5.02M 0.38%
9,525
-238
AMGN icon
57
Amgen
AMGN
$159B
$5.02M 0.38%
18,046
+983
AMD icon
58
Advanced Micro Devices
AMD
$366B
$5M 0.38%
35,347
+8,175
MRK icon
59
Merck
MRK
$220B
$4.98M 0.37%
63,127
+4,035
GILD icon
60
Gilead Sciences
GILD
$151B
$4.91M 0.37%
44,414
-2,068
TT icon
61
Trane Technologies
TT
$91.3B
$4.88M 0.37%
11,192
+55
UBER icon
62
Uber
UBER
$191B
$4.85M 0.36%
52,136
+15,666
LRCX icon
63
Lam Research
LRCX
$173B
$4.79M 0.36%
49,378
+35
T icon
64
AT&T
T
$181B
$4.67M 0.35%
162,024
+60
MS icon
65
Morgan Stanley
MS
$251B
$4.61M 0.35%
32,860
+145
SYK icon
66
Stryker
SYK
$149B
$4.57M 0.34%
11,600
+166
CMCSA icon
67
Comcast
CMCSA
$109B
$4.57M 0.34%
128,557
+106
ECL icon
68
Ecolab
ECL
$78.4B
$4.41M 0.33%
16,417
+372
TJX icon
69
TJX Companies
TJX
$160B
$4.38M 0.33%
35,625
+209
NOW icon
70
ServiceNow
NOW
$194B
$4.26M 0.32%
4,156
+356
EOG icon
71
EOG Resources
EOG
$57.9B
$4.23M 0.32%
35,456
+129
CME icon
72
CME Group
CME
$97.9B
$4.16M 0.31%
15,133
+43
AWK icon
73
American Water Works
AWK
$28.3B
$4.08M 0.31%
29,471
-3,244
ADI icon
74
Analog Devices
ADI
$118B
$4.05M 0.3%
17,099
+49
EIX icon
75
Edison International
EIX
$22.3B
$4.04M 0.3%
78,608
+47
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3
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