PIM
Plato Investment Management Portfolio holdings
AUM
$1.53B
1-Year Est. Return
28.55%
This Fund
S&P 500
1 Year Est. Return
+28.55%
AUM
$1.53B
AUM Growth
+$54.2M
(+3.7%)
Holding
546
Top Buys
| 1 | +$2.77M | |
| 2 | +$2.46M | |
| 3 | +$2.42M | |
| 4 |
Comfort Systems
FIX
|
+$2.01M |
| 5 |
Logitech
LOGI
|
+$2M |
Top Sells
| 1 | +$2.19M | |
| 2 | +$2.11M | |
| 3 | +$2.02M | |
| 4 |
Celestica
CLS
|
+$1.78M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.66M |
Sector Composition
| 1 | Technology | 35.58% |
| 2 | Financials | 13.82% |
| 3 | Communication Services | 10.83% |
| 4 | Healthcare | 10.8% |
| 5 | Consumer Discretionary | 10.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Ecolab
ECL
$79.7B
| $4.33M | 0.28% |
16,417
|
|
||
77
Applovin
APP
$169B
| $4.29M | 0.28% |
6,334
-1,502
|
|
||
78
CME Group
CME
$114B
| $4.22M | 0.28% |
15,383
-534
|
|
||
79
Illinois Tool Works
ITW
$79.9B
| $4.2M | 0.27% |
16,984
+1,436
|
|
||
80
Bank of New York Mellon
BK
$79.3B
| $4.18M | 0.27% |
35,811
|
|
||
81
Uber
UBER
$155B
| $4.14M | 0.27% |
50,384
-807
|
|
||
82
EOG Resources
EOG
$70.5B
| $4.13M | 0.27% |
39,156
-4,592
|
|
||
83
Prologis
PLD
$125B
| $4.1M | 0.27% |
31,987
+2,444
|
|
||
84
Boston Scientific
BSX
$106B
| $4.09M | 0.27% |
42,706
+14,144
|
|
||
85
AT&T
T
$200B
| $4.04M | 0.26% |
162,024
|
|
||
86
Stryker
SYK
$140B
| $4M | 0.26% |
11,338
-262
|
|
||
87
Danaher
DHR
$138B
| $3.95M | 0.26% |
17,157
-1,067
|
|
||
88
CVS Health
CVS
$99.1B
| $3.95M | 0.26% |
49,470
-439
|
|
||
89
Toronto Dominion Bank
TD
$160B
| $3.88M | 0.25% |
40,925
|
|
||
90
American Water Works
AWK
$26.8B
| $3.86M | 0.25% |
29,471
|
|
||
91
Canadian Imperial Bank of Commerce
CM
$92.2B
| $3.83M | 0.25% |
42,022
|
|
||
92
ServiceNow
NOW
$130B
| $3.82M | 0.25% |
24,805
+30
|
|
||
93
General Motors
GM
$68B
| $3.77M | 0.25% |
46,091
+2,586
|
|
||
94
Blackrock
BLK
$149B
| $3.75M | 0.25% |
3,485
-96
|
|
||
95
Eversource Energy
ES
$28B
| $3.75M | 0.24% |
55,371
-596
|
|
||
96
Magna International
MGA
$16.4B
| $3.74M | 0.24% |
69,752
+29,785
|
|
||
97
SLB Ltd
SLB
$70.1B
| $3.74M | 0.24% |
97,002
+1,475
|
|
||
98
Trane Technologies
TT
$93.7B
| $3.71M | 0.24% |
9,494
-225
|
|
||
99
Applied Materials
AMAT
$258B
| $3.7M | 0.24% |
14,309
-9,121
|
|
||
100
Arista Networks
ANET
$167B
| $3.67M | 0.24% |
27,836
-1,416
|
|