PIM

Plato Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 26.16%
This Quarter Est. Return
1 Year Est. Return
+26.16%
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
+$6.63M
2
+$2.99M
3
+$2.45M
4
AAPL icon
Apple
AAPL
+$2.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.88M

Top Sells

1
+$2.68M
2
+$2.57M
3
+$2.3M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
NTRS icon
Northern Trust
NTRS
+$1.64M

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
MSI icon
76
Motorola Solutions
MSI
$74.5B
$3.98M 0.3%
9,496
-387
RY icon
77
Royal Bank of Canada
RY
$207B
$3.96M 0.3%
30,231
+39
TMO icon
78
Thermo Fisher Scientific
TMO
$214B
$3.93M 0.3%
9,734
+968
APH icon
79
Amphenol
APH
$156B
$3.84M 0.29%
39,005
-11,680
ITW icon
80
Illinois Tool Works
ITW
$74.5B
$3.83M 0.29%
15,548
+14
SHW icon
81
Sherwin-Williams
SHW
$83.9B
$3.82M 0.29%
11,168
+130
BMY icon
82
Bristol-Myers Squibb
BMY
$91.6B
$3.79M 0.29%
82,194
+3,589
TMUS icon
83
T-Mobile US
TMUS
$255B
$3.76M 0.28%
15,821
-1
MMC icon
84
Marsh & McLennan
MMC
$92.3B
$3.66M 0.27%
16,779
-354
BLK icon
85
Blackrock
BLK
$174B
$3.62M 0.27%
3,467
+3
DHR icon
86
Danaher
DHR
$156B
$3.59M 0.27%
18,224
+5,194
SPOT icon
87
Spotify
SPOT
$136B
$3.56M 0.27%
4,661
+502
ES icon
88
Eversource Energy
ES
$27.2B
$3.55M 0.27%
55,967
+28
MDT icon
89
Medtronic
MDT
$123B
$3.5M 0.26%
40,280
+833
TEL icon
90
TE Connectivity
TEL
$67.7B
$3.49M 0.26%
20,784
+8,330
MDLZ icon
91
Mondelez International
MDLZ
$80.6B
$3.47M 0.26%
51,680
+1,490
ANET icon
92
Arista Networks
ANET
$181B
$3.4M 0.26%
33,352
+109
INVH icon
93
Invitation Homes
INVH
$17.8B
$3.35M 0.25%
102,631
+14
BK icon
94
Bank of New York Mellon
BK
$74.2B
$3.24M 0.24%
35,730
-12,277
FI icon
95
Fiserv
FI
$68.3B
$3.16M 0.24%
18,419
-1,525
SCHW icon
96
Charles Schwab
SCHW
$170B
$3.12M 0.23%
34,275
+3,431
CI icon
97
Cigna
CI
$82.4B
$3.12M 0.23%
9,458
-1,429
SLB icon
98
SLB Limited
SLB
$51.6B
$3.1M 0.23%
92,146
+7,062
PLD icon
99
Prologis
PLD
$116B
$3.09M 0.23%
29,543
+369
MELI icon
100
Mercado Libre
MELI
$107B
$3.07M 0.23%
1,180
+142
2 3
4
5 6