PIM

Plato Investment Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
-$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$2.71M
3
+$2.44M
4
GEV icon
GE Vernova
GEV
+$2.16M
5
F icon
Ford
F
+$2.14M

Top Sells

1
+$3.49M
2
+$1.93M
3
+$1.89M
4
PFE icon
Pfizer
PFE
+$1.82M
5
TRI icon
Thomson Reuters
TRI
+$1.61M

Sector Composition

1 Technology 34.04%
2 Financials 13.47%
3 Healthcare 11.21%
4 Communication Services 10.38%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BMY icon
51
Bristol-Myers Squibb
BMY
$117B
$6.03M 0.41%
99,440
+4,087
TJX icon
52
TJX Companies
TJX
$178B
$5.95M 0.4%
37,217
+515
WFC icon
53
Wells Fargo
WFC
$251B
$5.86M 0.39%
73,531
-1,885
MCD icon
54
McDonald's
MCD
$199B
$5.85M 0.39%
18,828
+663
CM icon
55
Canadian Imperial Bank of Commerce
CM
$99.6B
$5.66M 0.38%
59,922
+17,900
APH icon
56
Amphenol
APH
$171B
$5.64M 0.38%
44,582
+458
T icon
57
AT&T
T
$158B
$5.62M 0.38%
193,587
+31,563
SLB icon
58
SLB Ltd
SLB
$82B
$5.54M 0.37%
107,688
+10,686
SCHW icon
59
Charles Schwab
SCHW
$155B
$5.36M 0.36%
57,039
ETN icon
60
Eaton
ETN
$154B
$5.18M 0.35%
14,478
-676
ACN icon
61
Accenture
ACN
$109B
$5.18M 0.35%
26,100
+7,988
BKR icon
62
Baker Hughes
BKR
$62.1B
$5.15M 0.35%
84,290
+5,577
IBM icon
63
IBM
IBM
$268B
$5.13M 0.34%
21,166
+3,531
CMCSA icon
64
Comcast
CMCSA
$85.1B
$5.09M 0.34%
177,213
-37,816
ISRG icon
65
Intuitive Surgical
ISRG
$149B
$5.01M 0.34%
10,851
+181
UNH icon
66
UnitedHealth
UNH
$363B
$4.96M 0.33%
18,315
-961
ORCL icon
67
Oracle
ORCL
$615B
$4.93M 0.33%
33,487
-3,724
CME icon
68
CME Group
CME
$93B
$4.88M 0.33%
16,505
+1,122
ADP icon
69
Automatic Data Processing
ADP
$92.7B
$4.75M 0.32%
23,365
-18
ADBE icon
70
Adobe
ADBE
$102B
$4.74M 0.32%
19,471
+489
ECL icon
71
Ecolab
ECL
$72.6B
$4.67M 0.31%
17,538
+1,121
TMO icon
72
Thermo Fisher Scientific
TMO
$176B
$4.64M 0.31%
9,440
-55
ABT icon
73
Abbott
ABT
$159B
$4.57M 0.31%
44,449
+1,768
PGR icon
74
Progressive
PGR
$119B
$4.54M 0.3%
22,880
-1,783
HWM icon
75
Howmet Aerospace
HWM
$101B
$4.5M 0.3%
19,517
+4,865
1 2
3
4 5