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
$1.36B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.26M
3
+$4.31M
4
AMZN icon
Amazon
AMZN
+$3.77M
5
GEV icon
GE Vernova
GEV
+$3.45M

Top Sells

1
+$3.37M
2
+$3.31M
3
+$3.29M
4
TRI icon
Thomson Reuters
TRI
+$1.97M
5
BEPC icon
Brookfield Renewable
BEPC
+$1.85M

Sector Composition

1 Technology 34.85%
2 Financials 13.35%
3 Healthcare 10.85%
4 Consumer Discretionary 10.55%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.19M 0.31%
55,146
-4,925
77
$4.11M 0.3%
7,844
+284
78
$4.1M 0.3%
16,119
79
$4.01M 0.3%
97,487
-29,159
80
$4.01M 0.29%
57,527
+26,332
81
$3.96M 0.29%
54,685
-975
82
$3.88M 0.29%
11,753
+10,448
83
$3.82M 0.28%
16,245
84
$3.74M 0.27%
6,992
85
$3.73M 0.27%
58,712
+5,769
86
$3.71M 0.27%
16,742
+2,478
87
$3.7M 0.27%
15,860
+470
88
$3.69M 0.27%
7,386
+1,347
89
$3.61M 0.27%
20,892
+3,936
90
$3.53M 0.26%
44,024
+381
91
$3.4M 0.25%
148,972
-27,306
92
$3.3M 0.24%
107,490
+4,220
93
$3.29M 0.24%
102,617
94
$3.22M 0.24%
30,333
95
$3.21M 0.24%
55,724
+404
96
$3.19M 0.23%
14,461
+543
97
$3.14M 0.23%
39,156
+1,085
98
$3.13M 0.23%
81,296
99
$3.09M 0.23%
51,595
+1,678
100
$3.09M 0.23%
25,947
+24
2 3
4
5 6