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
$1.23B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$4.59M
3
+$4.39M
4
DB icon
Deutsche Bank
DB
+$4.32M
5
MDT icon
Medtronic
MDT
+$3.42M

Top Sells

1
+$2.85M
2
+$1.51M
3
+$1.35M
4
AON icon
Aon
AON
+$1.27M
5
RS icon
Reliance Steel & Aluminium
RS
+$929K

Sector Composition

1 Technology 33.11%
2 Financials 12.87%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.89M 0.32%
62,223
77
$3.87M 0.31%
176,278
+35,599
78
$3.86M 0.31%
21,490
+779
79
$3.83M 0.31%
30,333
80
$3.8M 0.31%
43,643
-1,147
81
$3.76M 0.31%
55,320
-41,951
82
$3.71M 0.3%
7,560
-3
83
$3.67M 0.3%
49,917
84
$3.61M 0.29%
102,617
85
$3.5M 0.28%
12,605
86
$3.42M 0.28%
+38,071
87
$3.41M 0.28%
81,296
+19,962
88
$3.39M 0.28%
15,390
+379
89
$3.35M 0.27%
21,495
+166
90
$3.32M 0.27%
6,390
+392
91
$3.28M 0.27%
6,992
+202
92
$3.25M 0.26%
+52,943
93
$3.22M 0.26%
14,012
94
$3.19M 0.26%
+103,270
95
$3.17M 0.26%
23,956
96
$3.15M 0.26%
25,348
+7,132
97
$3.14M 0.25%
25,923
+5,629
98
$3.12M 0.25%
6,039
+633
99
$3.11M 0.25%
+24,887
100
$3.09M 0.25%
6,645
2 3
4
5 6