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
$1.19B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$2.67M
3
+$2.06M
4
EXPE icon
Expedia Group
EXPE
+$1.65M
5
TAP icon
Molson Coors Class B
TAP
+$1.38M

Top Sells

1
+$8.88M
2
+$8.3M
3
+$8.15M
4
MSFT icon
Microsoft
MSFT
+$5.92M
5
AVGO icon
Broadcom
AVGO
+$4.67M

Sector Composition

1 Technology 31.91%
2 Financials 13.41%
3 Healthcare 12.21%
4 Consumer Discretionary 9.94%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHW icon
76
Sherwin-Williams
SHW
$83.2B
$3.9M 0.33%
11,038
-1,785
ITW icon
77
Illinois Tool Works
ITW
$73.7B
$3.89M 0.33%
15,534
-585
MS icon
78
Morgan Stanley
MS
$252B
$3.86M 0.33%
32,715
-9,196
SPGI icon
79
S&P Global
SPGI
$146B
$3.83M 0.32%
7,458
+72
TT icon
80
Trane Technologies
TT
$90.9B
$3.79M 0.32%
11,137
-789
LRCX icon
81
Lam Research
LRCX
$178B
$3.63M 0.31%
49,343
-5,342
CI icon
82
Cigna
CI
$82.2B
$3.62M 0.31%
10,887
-6,153
INVH icon
83
Invitation Homes
INVH
$17.7B
$3.61M 0.3%
102,617
SLB icon
84
SLB Limited
SLB
$52.1B
$3.6M 0.3%
85,084
+3,788
MDT icon
85
Medtronic
MDT
$123B
$3.58M 0.3%
39,447
+291
ES icon
86
Eversource Energy
ES
$27.1B
$3.51M 0.3%
55,939
+215
ADI icon
87
Analog Devices
ADI
$118B
$3.48M 0.29%
17,050
+3,597
MDLZ icon
88
Mondelez International
MDLZ
$80.2B
$3.44M 0.29%
50,190
-1,405
RY icon
89
Royal Bank of Canada
RY
$207B
$3.44M 0.29%
30,192
+5,305
APH icon
90
Amphenol
APH
$157B
$3.36M 0.28%
50,685
-6,842
BLK icon
91
Blackrock
BLK
$175B
$3.31M 0.28%
3,464
-2,912
PLD icon
92
Prologis
PLD
$117B
$3.3M 0.28%
29,174
-1,159
NOW icon
93
ServiceNow
NOW
$194B
$3.06M 0.26%
3,800
-738
GEV icon
94
GE Vernova
GEV
$157B
$3.01M 0.25%
9,763
-1,990
SPG icon
95
Simon Property Group
SPG
$58.8B
$2.9M 0.24%
17,271
-3,621
HWM icon
96
Howmet Aerospace
HWM
$77.1B
$2.87M 0.24%
21,886
-4,476
VRTX icon
97
Vertex Pharmaceuticals
VRTX
$109B
$2.85M 0.24%
5,825
-820
HES
98
DELISTED
Hess
HES
$2.84M 0.24%
17,582
COP icon
99
ConocoPhillips
COP
$109B
$2.83M 0.24%
26,619
AMP icon
100
Ameriprise Financial
AMP
$44.6B
$2.82M 0.24%
5,767
-1,225
2 3
4
5 6