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
$81.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.22M
3
+$2.94M
4
AMZN icon
Amazon
AMZN
+$2.76M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.67%
2 Healthcare 14.13%
3 Consumer Discretionary 11.28%
4 Communication Services 9.75%
5 Financials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$288K 0.35%
+3,069
77
$285K 0.35%
+846
78
$284K 0.35%
+1,917
79
$282K 0.35%
+1,691
80
$281K 0.34%
+788
81
$281K 0.34%
+8,339
82
$276K 0.34%
+1,723
83
$275K 0.34%
+8,710
84
$258K 0.32%
+1,698
85
$254K 0.31%
+3,622
86
$253K 0.31%
+1,274
87
$245K 0.3%
+5,365
88
$243K 0.3%
+1,826
89
$242K 0.3%
+8,983
90
$237K 0.29%
+2,370
91
$233K 0.29%
+777
92
$217K 0.27%
+1,035
93
$214K 0.26%
+818
94
$212K 0.26%
+2,926
95
$212K 0.26%
+2,280
96
$211K 0.26%
+7,324
97
$210K 0.26%
+872
98
$209K 0.26%
+4,083
99
$206K 0.25%
+5,732
100
$192K 0.24%
+1,125
2 3
4
5 6