PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.67M
3
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

1
+$2.68M
2
+$2.41M
3
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.3M 0.4%
17,806
+1,185
52
$5.27M 0.4%
14,830
+78
53
$5.26M 0.4%
17,896
+2,247
54
$5.24M 0.39%
17,998
+398
55
$5.13M 0.39%
212,518
+23,646
56
$5.02M 0.38%
9,525
-238
57
$5.02M 0.38%
18,046
+983
58
$5M 0.38%
35,347
+8,175
59
$4.98M 0.37%
63,127
+4,035
60
$4.91M 0.37%
44,414
-2,068
61
$4.88M 0.37%
11,192
+55
62
$4.85M 0.36%
52,136
+15,666
63
$4.79M 0.36%
49,378
+35
64
$4.67M 0.35%
162,024
+60
65
$4.61M 0.35%
32,860
+145
66
$4.57M 0.34%
11,600
+166
67
$4.57M 0.34%
128,557
+106
68
$4.41M 0.33%
16,417
+372
69
$4.38M 0.33%
35,625
+209
70
$4.26M 0.32%
20,780
+1,780
71
$4.23M 0.32%
35,456
+129
72
$4.16M 0.31%
15,133
+43
73
$4.08M 0.31%
29,471
-3,244
74
$4.05M 0.3%
17,099
+49
75
$4.04M 0.3%
78,608
+47
1 2
3
4 5