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
$1.23B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$4.59M
3
+$4.39M
4
DB icon
Deutsche Bank
DB
+$4.32M
5
MDT icon
Medtronic
MDT
+$3.42M

Top Sells

1
+$2.85M
2
+$1.51M
3
+$1.35M
4
AON icon
Aon
AON
+$1.27M
5
RS icon
Reliance Steel & Aluminium
RS
+$929K

Sector Composition

1 Technology 33.11%
2 Financials 12.87%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5M 0.41%
6,462
+131
52
$4.94M 0.4%
118,279
53
$4.79M 0.39%
29,237
54
$4.77M 0.39%
66,413
+9,947
55
$4.66M 0.38%
7,547
+523
56
$4.64M 0.38%
48,291
57
$4.64M 0.38%
14,010
+2,466
58
$4.59M 0.37%
+11,831
59
$4.58M 0.37%
158,445
+16,327
60
$4.57M 0.37%
126,646
-9,963
61
$4.54M 0.37%
55,660
+1,910
62
$4.49M 0.36%
84,469
63
$4.46M 0.36%
38,015
+405
64
$4.39M 0.36%
12,164
65
$4.39M 0.36%
+25,718
66
$4.32M 0.35%
+249,557
67
$4.28M 0.35%
19,184
+2,781
68
$4.26M 0.35%
50,821
+2,468
69
$4.22M 0.34%
16,119
70
$4.21M 0.34%
74,565
+2,119
71
$4.15M 0.34%
9,233
+680
72
$4.14M 0.34%
16,245
-3,243
73
$4.05M 0.33%
4,538
+304
74
$3.99M 0.32%
102,180
+31,405
75
$3.9M 0.32%
37,481
+9,196
1 2
3
4 5