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
$81.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.22M
3
+$2.94M
4
AMZN icon
Amazon
AMZN
+$2.76M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.67%
2 Healthcare 14.13%
3 Consumer Discretionary 11.28%
4 Communication Services 9.75%
5 Financials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$364K 0.45%
+9,123
52
$355K 0.43%
+3,880
53
$353K 0.43%
+3,350
54
$337K 0.41%
+1,135
55
$331K 0.41%
+2,291
56
$331K 0.41%
+1,104
57
$330K 0.41%
+6,540
58
$330K 0.41%
+1,743
59
$330K 0.4%
+3,918
60
$326K 0.4%
+614
61
$321K 0.39%
+790
62
$318K 0.39%
+2,143
63
$316K 0.39%
+3,996
64
$313K 0.38%
+3,018
65
$313K 0.38%
+2,843
66
$312K 0.38%
+6,216
67
$309K 0.38%
+20,176
68
$305K 0.37%
+1,918
69
$305K 0.37%
+2,953
70
$300K 0.37%
+2,417
71
$299K 0.37%
+1,595
72
$298K 0.37%
+3,068
73
$296K 0.36%
+3,276
74
$291K 0.36%
+642
75
$290K 0.36%
+17,275
1 2
3
4 5