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
$1.19B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$2.67M
3
+$2.06M
4
EXPE icon
Expedia Group
EXPE
+$1.65M
5
TAP icon
Molson Coors Class B
TAP
+$1.38M

Top Sells

1
+$8.88M
2
+$8.3M
3
+$8.15M
4
MSFT icon
Microsoft
MSFT
+$5.92M
5
AVGO icon
Broadcom
AVGO
+$4.67M

Sector Composition

1 Technology 31.91%
2 Financials 13.41%
3 Healthcare 12.21%
4 Consumer Discretionary 9.94%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WPM icon
51
Wheaton Precious Metals
WPM
$44.1B
$4.82M 0.41%
61,403
+49,030
CMCSA icon
52
Comcast
CMCSA
$109B
$4.79M 0.4%
128,451
-27,637
PLTR icon
53
Palantir
PLTR
$416B
$4.78M 0.4%
56,010
+864
EIX icon
54
Edison International
EIX
$22.4B
$4.68M 0.39%
78,561
+34,537
T icon
55
AT&T
T
$183B
$4.63M 0.39%
161,964
+12,992
DIS icon
56
Walt Disney
DIS
$203B
$4.62M 0.39%
46,260
-7,003
AMAT icon
57
Applied Materials
AMAT
$176B
$4.61M 0.39%
31,450
-10,761
EOG icon
58
EOG Resources
EOG
$58B
$4.58M 0.39%
35,327
+263
KLAC icon
59
KLA
KLAC
$147B
$4.56M 0.38%
6,642
-1,533
C icon
60
Citigroup
C
$172B
$4.51M 0.38%
62,872
+206
FI icon
61
Fiserv
FI
$68.1B
$4.45M 0.38%
19,944
-5,438
TMO icon
62
Thermo Fisher Scientific
TMO
$214B
$4.41M 0.37%
8,766
+36
MSI icon
63
Motorola Solutions
MSI
$74.4B
$4.37M 0.37%
9,883
-2,775
TJX icon
64
TJX Companies
TJX
$159B
$4.36M 0.37%
35,416
-9,210
CAT icon
65
Caterpillar
CAT
$241B
$4.31M 0.36%
12,929
-1,665
SYK icon
66
Stryker
SYK
$148B
$4.3M 0.36%
11,434
-861
TMUS icon
67
T-Mobile US
TMUS
$256B
$4.27M 0.36%
15,822
-920
BKR icon
68
Baker Hughes
BKR
$46.6B
$4.23M 0.36%
95,145
-2,342
MMC icon
69
Marsh & McLennan
MMC
$92.7B
$4.23M 0.36%
17,133
-4,772
ECL icon
70
Ecolab
ECL
$78.3B
$4.11M 0.35%
16,045
-200
BK icon
71
Bank of New York Mellon
BK
$74.6B
$4.07M 0.34%
48,007
-12,639
ETN icon
72
Eaton
ETN
$140B
$4.05M 0.34%
14,752
-3,877
CME icon
73
CME Group
CME
$96.5B
$4.05M 0.34%
15,090
-770
SHOP icon
74
Shopify
SHOP
$211B
$4M 0.34%
41,475
-10,788
IBM icon
75
IBM
IBM
$268B
$3.93M 0.33%
15,649
+1,188
1 2
3
4 5