PIM

Plato Investment Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.4M
3
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$2.01M
5
CLS icon
Celestica
CLS
+$1.84M

Top Sells

1
+$2.62M
2
+$2.33M
3
+$2.3M
4
FCX icon
Freeport-McMoran
FCX
+$1.59M
5
AMAT icon
Applied Materials
AMAT
+$1.48M

Sector Composition

1 Technology 36.11%
2 Financials 13.19%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.43M 0.3%
18,112
+306
77
$4.41M 0.3%
30,112
-119
78
$4.35M 0.29%
17,820
+721
79
$4.31M 0.29%
35,110
-3,895
80
$4.3M 0.29%
9,486
-10
81
$4.27M 0.29%
15,917
+784
82
$4.26M 0.29%
11,600
83
$4.23M 0.29%
29,252
-4,100
84
$4.18M 0.28%
93,470
+11,276
85
$4.14M 0.28%
3,581
+114
86
$4.07M 0.28%
29,471
87
$4.07M 0.28%
9,719
-1,473
88
$4.02M 0.27%
42,585
+2,305
89
$4.02M 0.27%
15,548
90
$3.95M 0.27%
55,967
91
$3.9M 0.26%
11,340
+172
92
$3.87M 0.26%
35,811
+81
93
$3.84M 0.26%
70,020
-8,588
94
$3.81M 0.26%
78,713
95
$3.76M 0.25%
15,826
+5
96
$3.73M 0.25%
49,909
+9,167
97
$3.7M 0.25%
19,853
+1,835
98
$3.68M 0.25%
15,046
+9,135
99
$3.59M 0.24%
14,386
+1,230
100
$3.59M 0.24%
18,224
2 3
4
5 6