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
$1.07B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.48M
3
+$3.22M
4
HES
Hess
HES
+$2.59M
5
MS icon
Morgan Stanley
MS
+$2.28M

Top Sells

1
+$4.31M
2
+$3.29M
3
+$3.02M
4
RS icon
Reliance Steel & Aluminium
RS
+$1.75M
5
BA icon
Boeing
BA
+$1.74M

Sector Composition

1 Technology 35.24%
2 Healthcare 12.24%
3 Financials 11.29%
4 Communication Services 9.88%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.27M 0.3%
49,917
+2,762
77
$3.25M 0.3%
5,998
+152
78
$3.22M 0.3%
44,790
+4,552
79
$3.2M 0.3%
14,012
+1,369
80
$3.16M 0.29%
21,329
+461
81
$3.15M 0.29%
12,605
+417
82
$3.11M 0.29%
6,645
+505
83
$3.09M 0.29%
20,711
+204
84
$3.02M 0.28%
23,956
+751
85
$2.95M 0.27%
15,011
+422
86
$2.9M 0.27%
6,790
+1,202
87
$2.89M 0.27%
61,334
+8,608
88
$2.89M 0.27%
4,854
-76
89
$2.75M 0.26%
28,285
+23,501
90
$2.74M 0.26%
37,768
+498
91
$2.69M 0.25%
20,460
+7,365
92
$2.69M 0.25%
140,679
+5,003
93
$2.68M 0.25%
57,703
+1,989
94
$2.67M 0.25%
2,538
+144
95
$2.59M 0.24%
17,582
+17,551
96
$2.59M 0.24%
21,828
97
$2.57M 0.24%
22,485
+11,145
98
$2.57M 0.24%
83,010
-1,291
99
$2.57M 0.24%
34,103
+2,308
100
$2.51M 0.23%
14,264
+4,745
2 3
4
5 6