PIM

Plato Investment Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 29.41%
This Quarter Est. Return
1 Year Est. Return
+29.41%
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
76
$3.9M 0.33%
11,038
-1,785
77
$3.89M 0.33%
15,534
-585
78
$3.86M 0.33%
32,715
-9,196
79
$3.83M 0.32%
7,458
+72
80
$3.79M 0.32%
11,137
-789
81
$3.63M 0.31%
49,343
-5,342
82
$3.62M 0.31%
10,887
-6,153
83
$3.61M 0.3%
102,617
84
$3.6M 0.3%
85,084
+3,788
85
$3.58M 0.3%
39,447
+291
86
$3.51M 0.3%
55,939
+215
87
$3.48M 0.29%
17,050
+3,597
88
$3.44M 0.29%
50,190
-1,405
89
$3.44M 0.29%
30,192
+5,305
90
$3.36M 0.28%
50,685
-6,842
91
$3.31M 0.28%
3,464
-2,912
92
$3.3M 0.28%
29,174
-1,159
93
$3.06M 0.26%
19,000
-3,690
94
$3.01M 0.25%
9,763
-1,990
95
$2.9M 0.24%
17,271
-3,621
96
$2.87M 0.24%
21,886
-4,476
97
$2.85M 0.24%
5,825
-820
98
$2.84M 0.24%
17,582
99
$2.83M 0.24%
26,619
100
$2.82M 0.24%
5,767
-1,225
2 3
4
5 6