PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.67M
3
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

1
+$2.68M
2
+$2.41M
3
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.98M 0.3%
9,496
-387
77
$3.96M 0.3%
30,231
+39
78
$3.93M 0.3%
9,734
+968
79
$3.84M 0.29%
39,005
-11,680
80
$3.83M 0.29%
15,548
+14
81
$3.82M 0.29%
11,168
+130
82
$3.79M 0.29%
82,194
+3,589
83
$3.76M 0.28%
15,821
-1
84
$3.66M 0.27%
16,779
-354
85
$3.62M 0.27%
3,467
+3
86
$3.59M 0.27%
18,224
+5,194
87
$3.56M 0.27%
4,661
+502
88
$3.55M 0.27%
55,967
+28
89
$3.5M 0.26%
40,280
+833
90
$3.49M 0.26%
20,784
+8,330
91
$3.47M 0.26%
51,680
+1,490
92
$3.4M 0.26%
33,352
+109
93
$3.35M 0.25%
102,631
+14
94
$3.24M 0.24%
35,730
-12,277
95
$3.16M 0.24%
18,419
-1,525
96
$3.12M 0.23%
34,275
+3,431
97
$3.12M 0.23%
9,458
-1,429
98
$3.1M 0.23%
92,146
+7,062
99
$3.09M 0.23%
29,543
+369
100
$3.07M 0.23%
1,180
+142
2 3
4
5 6