PIM
Plato Investment Management Portfolio holdings
AUM
$1.49B
1-Year Est. Return
29.23%
This Fund
S&P 500
1 Year Est. Return
+29.23%
AUM
$1.49B
AUM Growth
-$41.2M
(-2.7%)
Holding
554
Top Buys
| 1 | +$5.15M | |
| 2 | +$2.71M | |
| 3 | +$2.44M | |
| 4 |
GE Vernova
GEV
|
+$2.16M |
| 5 |
Ford
F
|
+$2.14M |
Top Sells
| 1 | +$3.49M | |
| 2 | +$1.93M | |
| 3 | +$1.89M | |
| 4 |
Pfizer
PFE
|
+$1.82M |
| 5 |
Thomson Reuters
TRI
|
+$1.61M |
Sector Composition
| 1 | Technology | 34.04% |
| 2 | Financials | 13.47% |
| 3 | Healthcare | 11.21% |
| 4 | Communication Services | 10.38% |
| 5 | Consumer Discretionary | 9.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Colgate-Palmolive
CL
$70.9B
| $3.45M | 0.23% |
40,430
+14,702
|
|
||
102
General Motors
GM
$74B
| $3.44M | 0.23% |
46,091
|
|
||
103
Lowe's Companies
LOW
$118B
| $3.35M | 0.23% |
14,168
-218
|
|
||
104
ServiceNow
NOW
$116B
| $3.34M | 0.22% |
31,935
+7,130
|
|
||
105
Danaher
DHR
$130B
| $3.25M | 0.22% |
17,157
|
|
||
106
Comfort Systems
FIX
$64.9B
| $3.21M | 0.22% |
2,327
+147
|
|
||
107
Parker-Hannifin
PH
$111B
| $3.18M | 0.21% |
3,555
+159
|
|
||
108
Texas Instruments
TXN
$259B
| $3.11M | 0.21% |
16,018
+4,865
|
|
||
109
Edison International
EIX
$28.2B
| $3.11M | 0.21% |
42,413
-6,002
|
|
||
110
Arista Networks
ANET
$194B
| $3.04M | 0.2% |
24,755
-3,081
|
|
||
111
Exelon
EXC
$46.8B
| $3.03M | 0.2% |
61,876
+9,303
|
|
||
112
TSMC
TSM
$2.15T
| $3.02M | 0.2% |
8,934
+1,319
|
|
||
|
MRSH
113
Marsh
MRSH
$79.7B
| $2.99M | 0.2% |
17,248
+469
|
|
||
114
TE Connectivity
TEL
$62.1B
| $2.97M | 0.2% |
14,222
-6,317
|
|
||
115
Wabtec
WAB
$44.2B
| $2.92M | 0.2% |
11,680
+160
|
|
||
116
Mondelez International
MDLZ
$79.6B
| $2.9M | 0.19% |
50,222
-60
|
|
||
117
Scotiabank
BNS
$98.8B
| $2.9M | 0.19% |
41,863
+9,519
|
|
||
118
Consolidated Edison
ED
$39.2B
| $2.85M | 0.19% |
25,187
+2,677
|
|
||
|
119
Ford
F
$59.4B
| $2.85M | 0.19% |
246,404
+162,534
|
|
||
120
Cigna
CI
$76.6B
| $2.82M | 0.19% |
10,561
-21
|
|
||
121
HCA Healthcare
HCA
$82.6B
| $2.79M | 0.19% |
5,901
+1,993
|
|
||
122
Cummins
CMI
$89.9B
| $2.79M | 0.19% |
5,187
+116
|
|
||
123
Western Digital
WDC
$176B
| $2.78M | 0.19% |
10,279
-1,759
|
|
||
124
American Tower
AMT
$90.4B
| $2.73M | 0.18% |
15,802
|
|
||
125
Regeneron Pharmaceuticals
REGN
$66.6B
| $2.72M | 0.18% |
3,519
|
|