PIM

Plato Investment Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.4M
3
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$2.01M
5
CLS icon
Celestica
CLS
+$1.84M

Top Sells

1
+$2.62M
2
+$2.33M
3
+$2.3M
4
FCX icon
Freeport-McMoran
FCX
+$1.59M
5
AMAT icon
Applied Materials
AMAT
+$1.48M

Sector Composition

1 Technology 36.11%
2 Financials 13.19%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.67M 0.38%
42,681
52
$5.67M 0.38%
68,054
+4,927
53
$5.63M 0.38%
15,154
+324
54
$5.63M 0.38%
51,082
+6,668
55
$5.59M 0.38%
7,836
+304
56
$5.56M 0.38%
18,446
+448
57
$5.54M 0.38%
219,270
+6,752
58
$5.46M 0.37%
34,595
+1,735
59
$5.4M 0.37%
57,039
+22,764
60
$5.23M 0.35%
10,819
+562
61
$5.18M 0.35%
21,121
62
$5.16M 0.35%
35,943
+318
63
$5.01M 0.34%
17,896
64
$4.98M 0.34%
51,191
-945
65
$4.91M 0.33%
120,920
+36,462
66
$4.87M 0.33%
43,748
+8,292
67
$4.76M 0.32%
23,430
-8,166
68
$4.74M 0.32%
28,574
+10,187
69
$4.74M 0.32%
10,670
+333
70
$4.69M 0.32%
9,734
71
$4.55M 0.31%
30,834
+9,448
72
$4.54M 0.31%
162,024
73
$4.53M 0.31%
20,784
74
$4.53M 0.31%
24,775
+3,995
75
$4.46M 0.3%
16,417
1 2
3
4 5