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
$1.53B
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.46M
3
+$2.42M
4
FIX icon
Comfort Systems
FIX
+$2.01M
5
LOGI icon
Logitech
LOGI
+$2M

Top Sells

1
+$2.19M
2
+$2.11M
3
+$2.02M
4
CLS icon
Celestica
CLS
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.66M

Sector Composition

1 Technology 35.58%
2 Financials 13.82%
3 Communication Services 10.83%
4 Healthcare 10.8%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHW icon
101
Sherwin-Williams
SHW
$83.1B
$3.63M 0.24%
11,151
-189
BKR icon
102
Baker Hughes
BKR
$59.5B
$3.6M 0.24%
78,713
MSI icon
103
Motorola Solutions
MSI
$77.4B
$3.55M 0.23%
9,213
-273
LOW icon
104
Lowe's Companies
LOW
$143B
$3.49M 0.23%
14,386
TMUS icon
105
T-Mobile US
TMUS
$243B
$3.47M 0.23%
17,007
+1,181
INTC icon
106
Intel
INTC
$230B
$3.33M 0.22%
89,812
+25,174
MCK icon
107
McKesson
MCK
$114B
$3.23M 0.21%
3,919
+21
MRSH
108
Marsh
MRSH
$89.6B
$3.13M 0.2%
16,779
HWM icon
109
Howmet Aerospace
HWM
$101B
$3.02M 0.2%
14,652
-146
PH icon
110
Parker-Hannifin
PH
$122B
$3M 0.2%
3,396
+126
NKE icon
111
Nike
NKE
$85.9B
$2.99M 0.2%
46,781
+13,112
SHOP icon
112
Shopify
SHOP
$176B
$2.96M 0.19%
18,262
-12,572
CI icon
113
Cigna
CI
$74.1B
$2.93M 0.19%
10,582
+1,124
EIX icon
114
Edison International
EIX
$27.4B
$2.92M 0.19%
48,415
-21,605
ROP icon
115
Roper Technologies
ROP
$37.7B
$2.9M 0.19%
6,479
INVH icon
116
Invitation Homes
INVH
$16.1B
$2.87M 0.19%
102,631
AMT icon
117
American Tower
AMT
$87.5B
$2.79M 0.18%
15,802
+2,875
EXPE icon
118
Expedia Group
EXPE
$30.8B
$2.76M 0.18%
9,703
MNST icon
119
Monster Beverage
MNST
$75B
$2.75M 0.18%
35,716
+2,911
REGN icon
120
Regeneron Pharmaceuticals
REGN
$80.9B
$2.73M 0.18%
3,519
+33
MDLZ icon
121
Mondelez International
MDLZ
$74.6B
$2.72M 0.18%
50,282
-1,398
CLS icon
122
Celestica
CLS
$30.6B
$2.72M 0.18%
9,138
-5,908
VRTX icon
123
Vertex Pharmaceuticals
VRTX
$117B
$2.7M 0.18%
5,935
-91
ICE icon
124
Intercontinental Exchange
ICE
$93.1B
$2.7M 0.18%
16,587
CBRE icon
125
CBRE Group
CBRE
$41.7B
$2.67M 0.17%
16,537
3 4
5
6 7