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
$967M
AUM Growth
+$886M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$57.6M
2
+$51.9M
3
+$44.1M
4
AMZN icon
Amazon
AMZN
+$32.4M
5
META icon
Meta Platforms (Facebook)
META
+$21.8M

Top Sells

1
+$326K
2
+$242K
3
+$160K
4
WBA
Walgreens Boots Alliance
WBA
+$157K
5
KSS icon
Kohl's
KSS
+$128K

Sector Composition

1 Technology 32.25%
2 Healthcare 12.51%
3 Financials 11.5%
4 Consumer Discretionary 10.59%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.28M 0.34%
65,725
+59,185
77
$3.28M 0.34%
20,507
+18,681
78
$3.25M 0.34%
56,466
+55,127
79
$3.14M 0.32%
14,589
+12,555
80
$3.04M 0.31%
12,188
+11,449
81
$3.03M 0.31%
5,846
+4,758
82
$3.02M 0.31%
7,563
+6,717
83
$3.02M 0.31%
78,232
+76,774
84
$2.99M 0.31%
31,795
+30,500
85
$2.96M 0.31%
137,933
+136,979
86
$2.9M 0.3%
8,170
+8,092
87
$2.89M 0.3%
52,726
+50,486
88
$2.87M 0.3%
37,270
+34,307
89
$2.86M 0.3%
10,649
+9,831
90
$2.85M 0.29%
40,238
+38,387
91
$2.82M 0.29%
8,464
+7,864
92
$2.82M 0.29%
4,930
+3,810
93
$2.81M 0.29%
35,188
+31,192
94
$2.77M 0.29%
58,897
+49,901
95
$2.73M 0.28%
51,685
+50,518
96
$2.68M 0.28%
21,828
+20,856
97
$2.65M 0.27%
16,134
+14,436
98
$2.6M 0.27%
13,630
+12,609
99
$2.57M 0.27%
6,140
+5,350
100
$2.53M 0.26%
50,492
+50,478
2 3
4
5 6