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
$1.36B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.26M
3
+$4.31M
4
AMZN icon
Amazon
AMZN
+$3.77M
5
GEV icon
GE Vernova
GEV
+$3.45M

Top Sells

1
+$3.37M
2
+$3.31M
3
+$3.29M
4
TRI icon
Thomson Reuters
TRI
+$1.97M
5
BEPC icon
Brookfield Renewable
BEPC
+$1.85M

Sector Composition

1 Technology 34.85%
2 Financials 13.35%
3 Healthcare 10.85%
4 Consumer Discretionary 10.55%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.41M 0.4%
44,626
+6,611
52
$5.39M 0.4%
32,194
+2,209
53
$5.31M 0.39%
14,594
54
$5.29M 0.39%
41,911
+4,430
55
$5.27M 0.39%
20,154
+1,446
56
$5.23M 0.38%
25,382
+3,892
57
$5.17M 0.38%
8,175
+1,713
58
$5.09M 0.37%
17,511
59
$5.05M 0.37%
50,624
60
$5.05M 0.37%
44,510
61
$4.83M 0.35%
4,538
62
$4.72M 0.35%
17,040
+2,313
63
$4.68M 0.34%
60,646
-5,767
64
$4.67M 0.34%
21,905
+2,721
65
$4.56M 0.34%
8,730
+1,183
66
$4.53M 0.33%
36,279
+491
67
$4.44M 0.33%
12,295
+131
68
$4.44M 0.33%
110,672
-3,411
69
$4.43M 0.33%
62,666
+443
70
$4.42M 0.33%
11,926
+95
71
$4.39M 0.32%
39,575
+15,599
72
$4.37M 0.32%
12,823
-680
73
$4.32M 0.32%
13,290
-10,133
74
$4.31M 0.32%
35,064
+11,057
75
$4.24M 0.31%
38,221
+21,742
1 2
3
4 5