PIM

Plato Investment Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 29.41%
This Quarter Est. Return
1 Year Est. Return
+29.41%
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
51
$4.82M 0.41%
61,403
+49,030
52
$4.79M 0.4%
128,451
-27,637
53
$4.78M 0.4%
56,010
+864
54
$4.68M 0.39%
78,561
+34,537
55
$4.63M 0.39%
161,964
+12,992
56
$4.62M 0.39%
46,260
-7,003
57
$4.61M 0.39%
31,450
-10,761
58
$4.58M 0.39%
35,327
+263
59
$4.56M 0.38%
6,642
-1,533
60
$4.51M 0.38%
62,872
+206
61
$4.45M 0.38%
19,944
-5,438
62
$4.41M 0.37%
8,766
+36
63
$4.37M 0.37%
9,883
-2,775
64
$4.36M 0.37%
35,416
-9,210
65
$4.31M 0.36%
12,929
-1,665
66
$4.3M 0.36%
11,434
-861
67
$4.27M 0.36%
15,822
-920
68
$4.23M 0.36%
95,145
-2,342
69
$4.23M 0.36%
17,133
-4,772
70
$4.11M 0.35%
16,045
-200
71
$4.07M 0.34%
48,007
-12,639
72
$4.05M 0.34%
14,752
-3,877
73
$4.05M 0.34%
15,090
-770
74
$4M 0.34%
41,475
-10,788
75
$3.93M 0.33%
15,649
+1,188
1 2
3
4 5