PIM
Plato Investment Management Portfolio holdings
AUM
$1.53B
1-Year Est. Return
28.55%
This Fund
S&P 500
1 Year Est. Return
+28.55%
AUM
$1.53B
AUM Growth
+$54.2M
(+3.7%)
Holding
546
Top Buys
| 1 | +$2.77M | |
| 2 | +$2.46M | |
| 3 | +$2.42M | |
| 4 |
Comfort Systems
FIX
|
+$2.01M |
| 5 |
Logitech
LOGI
|
+$2M |
Top Sells
| 1 | +$2.19M | |
| 2 | +$2.11M | |
| 3 | +$2.02M | |
| 4 |
Celestica
CLS
|
+$1.78M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.66M |
Sector Composition
| 1 | Technology | 35.58% |
| 2 | Financials | 13.82% |
| 3 | Communication Services | 10.83% |
| 4 | Healthcare | 10.8% |
| 5 | Consumer Discretionary | 10.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Chevron
CVX
$376B
| $6.3M | 0.41% |
41,110
-13,845
|
|
||
52
Intuitive Surgical
ISRG
$174B
| $6.07M | 0.4% |
10,670
|
|
||
53
Automatic Data Processing
ADP
$91.1B
| $6.04M | 0.4% |
23,383
-1,520
|
|
||
54
Gilead Sciences
GILD
$179B
| $6.03M | 0.39% |
48,855
-2,227
|
|
||
55
Amphenol
APH
$162B
| $5.99M | 0.39% |
44,124
+9,014
|
|
||
56
S&P Global
SPGI
$135B
| $5.97M | 0.39% |
11,360
+541
|
|
||
57
Verizon
VZ
$216B
| $5.95M | 0.39% |
145,415
+7,028
|
|
||
58
Charles Schwab
SCHW
$167B
| $5.73M | 0.37% |
57,039
|
|
||
59
Pfizer
PFE
$154B
| $5.69M | 0.37% |
227,599
+8,329
|
|
||
60
UBS Group
UBS
$119B
| $5.67M | 0.37% |
120,920
|
|
||
61
TJX Companies
TJX
$177B
| $5.67M | 0.37% |
36,702
+759
|
|
||
62
Progressive
PGR
$123B
| $5.64M | 0.37% |
24,663
+3,542
|
|
||
63
McDonald's
MCD
$234B
| $5.58M | 0.36% |
18,165
-281
|
|
||
64
Thermo Fisher Scientific
TMO
$189B
| $5.53M | 0.36% |
9,495
-239
|
|
||
65
Abbott
ABT
$190B
| $5.37M | 0.35% |
42,681
|
|
||
66
IBM
IBM
$243B
| $5.25M | 0.34% |
17,635
-261
|
|
||
67
Bristol-Myers Squibb
BMY
$123B
| $5.17M | 0.34% |
95,353
+1,883
|
|
||
68
GE Vernova
GEV
$213B
| $5.07M | 0.33% |
7,721
-2,064
|
|
||
69
Accenture
ACN
$132B
| $4.88M | 0.32% |
18,112
|
|
||
70
Analog Devices
ADI
$154B
| $4.85M | 0.32% |
17,802
-18
|
|
||
71
Eaton
ETN
$135B
| $4.85M | 0.32% |
15,154
|
|
||
72
TE Connectivity
TEL
$60.4B
| $4.7M | 0.31% |
20,539
-245
|
|
||
|
73
Logitech
LOGI
$13.5B
| $4.64M | 0.3% |
44,871
+17,796
|
|
||
74
Kinross Gold
KGC
$39.1B
| $4.59M | 0.3% |
161,995
+93,311
|
|
||
75
Medtronic
MDT
$117B
| $4.55M | 0.3% |
47,088
+4,503
|
|