PIM
Plato Investment Management Portfolio holdings
AUM
$1.53B
1-Year Est. Return
28.55%
This Fund
S&P 500
1 Year Est. Return
+28.55%
AUM
$1.48B
AUM Growth
+$146M
(+11%)
Holding
546
Top Buys
| 1 | +$2.55M | |
| 2 | +$2.4M | |
| 3 | +$2.16M | |
| 4 |
NVIDIA
NVDA
|
+$2.01M |
| 5 |
Celestica
CLS
|
+$1.84M |
Top Sells
| 1 | +$2.62M | |
| 2 | +$2.33M | |
| 3 | +$2.3M | |
| 4 |
Freeport-McMoran
FCX
|
+$1.59M |
| 5 |
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
Accenture
ACN
$118B
| $4.43M | 0.3% |
18,112
+306
|
|
||
77
Royal Bank of Canada
RY
$220B
| $4.41M | 0.3% |
30,112
-119
|
|
||
78
Analog Devices
ADI
$150B
| $4.35M | 0.29% |
17,820
+721
|
|
||
79
Amphenol
APH
$152B
| $4.31M | 0.29% |
35,110
-3,895
|
|
||
80
Motorola Solutions
MSI
$72.6B
| $4.3M | 0.29% |
9,486
-10
|
|
||
81
CME Group
CME
$107B
| $4.27M | 0.29% |
15,917
+784
|
|
||
82
Stryker
SYK
$125B
| $4.26M | 0.29% |
11,600
|
|
||
83
Arista Networks
ANET
$152B
| $4.23M | 0.29% |
29,252
-4,100
|
|
||
84
Bristol-Myers Squibb
BMY
$120B
| $4.18M | 0.28% |
93,470
+11,276
|
|
||
85
Blackrock
BLK
$145B
| $4.14M | 0.28% |
3,581
+114
|
|
||
86
American Water Works
AWK
$26.7B
| $4.07M | 0.28% |
29,471
|
|
||
87
Trane Technologies
TT
$90.8B
| $4.07M | 0.28% |
9,719
-1,473
|
|
||
88
Medtronic
MDT
$112B
| $4.02M | 0.27% |
42,585
+2,305
|
|
||
89
Illinois Tool Works
ITW
$74.7B
| $4.02M | 0.27% |
15,548
|
|
||
90
Eversource Energy
ES
$25.4B
| $3.95M | 0.27% |
55,967
|
|
||
91
Sherwin-Williams
SHW
$78B
| $3.9M | 0.26% |
11,340
+172
|
|
||
92
Bank of New York Mellon
BK
$78.9B
| $3.87M | 0.26% |
35,811
+81
|
|
||
93
Edison International
EIX
$27.1B
| $3.84M | 0.26% |
70,020
-8,588
|
|
||
94
Baker Hughes
BKR
$62.5B
| $3.81M | 0.26% |
78,713
|
|
||
95
T-Mobile US
TMUS
$232B
| $3.76M | 0.25% |
15,826
+5
|
|
||
96
CVS Health
CVS
$89.2B
| $3.73M | 0.25% |
49,909
+9,167
|
|
||
97
Simon Property Group
SPG
$58.6B
| $3.7M | 0.25% |
19,853
+1,835
|
|
||
|
98
Celestica
CLS
$32.2B
| $3.68M | 0.25% |
15,046
+9,135
|
|
||
99
Lowe's Companies
LOW
$129B
| $3.59M | 0.24% |
14,386
+1,230
|
|
||
100
Danaher
DHR
$128B
| $3.59M | 0.24% |
18,224
|
|