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
$1.48B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1 +$2.57M
2 +$2.23M
3 +$2.23M
4
SCHW icon
Charles Schwab
SCHW
+$2.16M
5
NVDA icon
NVIDIA
NVDA
+$2.14M

Top Sells

1 +$2.33M
2 +$2.3M
3 +$2.27M
4
AMAT icon
Applied Materials
AMAT
+$1.66M
5
FCX icon
Freeport-McMoran
FCX
+$1.43M

Sector Composition

1 Technology 36.14%
2 Financials 13.16%
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
PLD icon
101
Prologis
PLD
$119B
$3.36M 0.23%
29,543
MMC icon
102
Marsh & McLennan
MMC
$89.1B
$3.36M 0.23%
16,779
CM icon
103
Canadian Imperial Bank of Commerce
CM
$84.5B
$3.33M 0.23%
42,022
-1,140
AEM icon
104
Agnico Eagle Mines
AEM
$84.8B
$3.26M 0.22%
19,489
+4,156
SLB icon
105
SLB Ltd
SLB
$57.5B
$3.26M 0.22%
95,527
+3,381
TD icon
106
Toronto Dominion Bank
TD
$149B
$3.25M 0.22%
40,925
+53
ROP icon
107
Roper Technologies
ROP
$48.2B
$3.21M 0.22%
6,479
+2,387
MDLZ icon
108
Mondelez International
MDLZ
$70.9B
$3.2M 0.22%
51,680
MCK icon
109
McKesson
MCK
$99.8B
$2.99M 0.2%
3,898
INVH icon
110
Invitation Homes
INVH
$16.6B
$2.99M 0.2%
102,631
LOGI icon
111
Logitech
LOGI
$17.3B
$2.93M 0.2%
27,075
+16,919
HWM icon
112
Howmet Aerospace
HWM
$76.9B
$2.88M 0.2%
14,798
+208
ICE icon
113
Intercontinental Exchange
ICE
$90B
$2.77M 0.19%
16,587
BSX icon
114
Boston Scientific
BSX
$145B
$2.77M 0.19%
28,562
+6,487
MELI icon
115
Mercado Libre
MELI
$105B
$2.74M 0.19%
1,180
STT icon
116
State Street
STT
$34.5B
$2.73M 0.19%
23,731
CI icon
117
Cigna
CI
$70.9B
$2.71M 0.18%
9,458
CDNS icon
118
Cadence Design Systems
CDNS
$91.9B
$2.68M 0.18%
7,681
GM icon
119
General Motors
GM
$70.9B
$2.63M 0.18%
43,505
CBRE icon
120
CBRE Group
CBRE
$47.9B
$2.59M 0.18%
16,537
DASH icon
121
DoorDash
DASH
$97B
$2.57M 0.17%
9,503
CMI icon
122
Cummins
CMI
$70.5B
$2.53M 0.17%
6,035
HOOD icon
123
Robinhood
HOOD
$119B
$2.51M 0.17%
17,632
+13,465
FISV
124
Fiserv Inc
FISV
$35.6B
$2.48M 0.17%
19,378
+959
VEEV icon
125
Veeva Systems
VEEV
$39.8B
$2.47M 0.17%
8,358
+1,311