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
$967M
AUM Growth
+$886M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$57.6M
2
+$51.9M
3
+$44.1M
4
AMZN icon
Amazon
AMZN
+$32.4M
5
META icon
Meta Platforms (Facebook)
META
+$21.8M

Top Sells

1
+$326K
2
+$242K
3
+$160K
4
WBA
Walgreens Boots Alliance
WBA
+$157K
5
KSS icon
Kohl's
KSS
+$128K

Sector Composition

1 Technology 32.25%
2 Healthcare 12.51%
3 Financials 11.5%
4 Consumer Discretionary 10.59%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.43M 0.46%
5,313
+5,141
52
$4.38M 0.45%
18,978
+18,286
53
$4.38M 0.45%
31,251
+29,696
54
$4.35M 0.45%
21,027
+19,109
55
$4.33M 0.45%
12,478
+11,028
56
$4.31M 0.45%
16,415
+15,750
57
$4.28M 0.44%
35,037
+34,803
58
$4.21M 0.44%
11,758
+10,654
59
$4.08M 0.42%
32,460
+29,110
60
$3.93M 0.41%
62,223
+59,621
61
$3.91M 0.4%
6,728
+6,114
62
$3.8M 0.39%
65,490
+61,714
63
$3.79M 0.39%
29,121
+26,337
64
$3.72M 0.39%
84,301
+78,085
65
$3.71M 0.38%
11,859
+10,987
66
$3.7M 0.38%
37,970
+34,052
67
$3.7M 0.38%
20,868
+19,578
68
$3.69M 0.38%
133,027
+125,703
69
$3.62M 0.37%
17,658
+16,623
70
$3.49M 0.36%
34,458
+31,389
71
$3.43M 0.35%
46,831
+38,662
72
$3.38M 0.35%
10,122
+10,012
73
$3.36M 0.35%
23,205
+22,455
74
$3.33M 0.34%
16,166
+14,423
75
$3.3M 0.34%
47,155
+44,229
1 2
3
4 5