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
$1.07B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.48M
3
+$3.22M
4
HES
Hess
HES
+$2.59M
5
MS icon
Morgan Stanley
MS
+$2.28M

Top Sells

1
+$4.31M
2
+$3.29M
3
+$3.02M
4
RS icon
Reliance Steel & Aluminium
RS
+$1.75M
5
BA icon
Boeing
BA
+$1.74M

Sector Composition

1 Technology 35.24%
2 Healthcare 12.24%
3 Financials 11.29%
4 Communication Services 9.88%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.63M 0.43%
44,510
+2,987
52
$4.62M 0.43%
35,788
+751
53
$4.61M 0.43%
5,853
+540
54
$4.55M 0.42%
110,410
+1,838
55
$4.47M 0.42%
17,547
+453
56
$4.32M 0.4%
103,954
+21,041
57
$4.3M 0.4%
72,446
+6,956
58
$4.2M 0.39%
14,076
+1,598
59
$4.14M 0.39%
37,610
+3,152
60
$4.14M 0.39%
12,164
+406
61
$4.01M 0.37%
84,469
+18,744
62
$3.98M 0.37%
142,118
+9,091
63
$3.95M 0.37%
62,223
64
$3.88M 0.36%
7,024
+296
65
$3.82M 0.36%
16,119
+5,470
66
$3.68M 0.34%
102,617
+54,910
67
$3.62M 0.34%
11,544
-315
68
$3.46M 0.32%
16,403
+237
69
$3.41M 0.32%
30,333
+1,212
70
$3.38M 0.32%
56,466
71
$3.36M 0.31%
7,563
72
$3.35M 0.31%
70,775
+20,283
73
$3.33M 0.31%
4,234
+1,638
74
$3.32M 0.31%
48,353
+1,522
75
$3.3M 0.31%
8,553
+383
1 2
3
4 5