PIM
Plato Investment Management Portfolio holdings
AUM
$1.49B
1-Year Est. Return
29.23%
This Fund
S&P 500
1 Year Est. Return
+29.23%
AUM
$1.49B
AUM Growth
-$41.2M
(-2.7%)
Holding
554
Top Buys
| 1 | +$5.15M | |
| 2 | +$2.71M | |
| 3 | +$2.44M | |
| 4 |
GE Vernova
GEV
|
+$2.16M |
| 5 |
Ford
F
|
+$2.14M |
Top Sells
| 1 | +$3.49M | |
| 2 | +$1.93M | |
| 3 | +$1.89M | |
| 4 |
Pfizer
PFE
|
+$1.82M |
| 5 |
Thomson Reuters
TRI
|
+$1.61M |
Sector Composition
| 1 | Technology | 34.04% |
| 2 | Financials | 13.47% |
| 3 | Healthcare | 11.21% |
| 4 | Communication Services | 10.38% |
| 5 | Consumer Discretionary | 9.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Pfizer
PFE
$148B
| $4.47M | 0.3% |
159,237
-68,362
|
|
||
77
Toronto Dominion Bank
TD
$187B
| $4.46M | 0.3% |
47,932
+7,007
|
|
||
78
Intuit
INTU
$81.2B
| $4.39M | 0.29% |
10,150
+438
|
|
||
79
Prologis
PLD
$135B
| $4.35M | 0.29% |
32,911
+924
|
|
||
80
Qualcomm
QCOM
$228B
| $4.29M | 0.29% |
33,313
-8,591
|
|
||
81
EOG Resources
EOG
$73.4B
| $4.25M | 0.29% |
29,410
-9,746
|
|
||
|
BNY
82
Bank of New York Mellon
BNY
$97.7B
| $4.25M | 0.29% |
35,811
|
|
||
83
UBS Group
UBS
$154B
| $4.16M | 0.28% |
108,726
-12,194
|
|
||
84
S&P Global
SPGI
$126B
| $4.15M | 0.28% |
9,761
-1,599
|
|
||
85
American Water Works
AWK
$24.3B
| $4.1M | 0.28% |
30,129
+658
|
|
||
86
Magna International
MGA
$18B
| $4.07M | 0.27% |
73,045
+3,293
|
|
||
87
Motorola Solutions
MSI
$68.1B
| $4.04M | 0.27% |
9,302
+89
|
|
||
88
Medtronic
MDT
$105B
| $4.02M | 0.27% |
46,424
-664
|
|
||
89
Intel
INTC
$498B
| $4.01M | 0.27% |
90,883
+1,071
|
|
||
90
T-Mobile US
TMUS
$193B
| $4M | 0.27% |
19,048
+2,041
|
|
||
91
Eversource Energy
ES
$26.6B
| $3.98M | 0.27% |
57,396
+2,025
|
|
||
92
Vertiv
VRT
$115B
| $3.98M | 0.27% |
15,868
+7,406
|
|
||
93
Stryker
SYK
$117B
| $3.98M | 0.27% |
12,092
+754
|
|
||
94
Trane Technologies
TT
$101B
| $3.84M | 0.26% |
9,211
-283
|
|
||
95
Illinois Tool Works
ITW
$72.7B
| $3.8M | 0.26% |
14,584
-2,400
|
|
||
96
Sherwin-Williams
SHW
$75.3B
| $3.64M | 0.24% |
11,342
+191
|
|
||
97
Blackrock
BLK
$155B
| $3.62M | 0.24% |
3,767
+282
|
|
||
98
Uber
UBER
$144B
| $3.59M | 0.24% |
49,911
-473
|
|
||
99
CVS Health
CVS
$122B
| $3.49M | 0.23% |
48,563
-907
|
|
||
100
McKesson
MCK
$93.2B
| $3.47M | 0.23% |
4,004
+85
|
|