PIM

Plato Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 26.16%
This Quarter Est. Return
1 Year Est. Return
+26.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$81.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.22M
3
+$2.94M
4
AMZN icon
Amazon
AMZN
+$2.76M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.67%
2 Healthcare 14.13%
3 Consumer Discretionary 11.28%
4 Communication Services 9.75%
5 Financials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$190K 0.23%
+7,270
102
$189K 0.23%
+1,389
103
$187K 0.23%
+1,252
104
$186K 0.23%
+3,776
105
$186K 0.23%
+834
106
$184K 0.23%
+1,290
107
$182K 0.22%
+2,963
108
$181K 0.22%
+2,636
109
$180K 0.22%
+1,928
110
$180K 0.22%
+943
111
$175K 0.21%
+600
112
$171K 0.21%
+1,162
113
$171K 0.21%
+739
114
$170K 0.21%
+2,135
115
$167K 0.2%
+1,021
116
$164K 0.2%
+407
117
$164K 0.2%
+2,669
118
$164K 0.2%
+2,115
119
$162K 0.2%
+405
120
$160K 0.2%
+2,916
121
$158K 0.19%
+1,555
122
$150K 0.18%
+1,565
123
$150K 0.18%
+665
124
$141K 0.17%
+2,938
125
$141K 0.17%
+1,295
3 4
5
6 7