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
$967M
AUM Growth
+$886M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$57.6M
2
+$51.9M
3
+$44.1M
4
AMZN icon
Amazon
AMZN
+$32.4M
5
META icon
Meta Platforms (Facebook)
META
+$21.8M

Top Sells

1
+$326K
2
+$242K
3
+$160K
4
WBA
Walgreens Boots Alliance
WBA
+$157K
5
KSS icon
Kohl's
KSS
+$128K

Sector Composition

1 Technology 32.25%
2 Healthcare 12.51%
3 Financials 11.5%
4 Consumer Discretionary 10.59%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.53M 0.26%
55,714
+49,982
102
$2.51M 0.26%
27,508
+25,943
103
$2.5M 0.26%
12,643
+11,369
104
$2.45M 0.25%
5,588
+5,559
105
$2.39M 0.25%
135,676
+118,401
106
$2.35M 0.24%
7,540
+5,784
107
$2.35M 0.24%
4,187
+3,948
108
$2.35M 0.24%
20,554
+19,859
109
$2.3M 0.24%
2,394
+2,271
110
$2.27M 0.23%
18,326
+17,180
111
$2.26M 0.23%
22,745
+21,772
112
$2.17M 0.22%
13,135
+11,746
113
$2.11M 0.22%
13,480
+13,026
114
$2.09M 0.22%
69,045
+66,234
115
$2.09M 0.22%
15,175
+14,496
116
$2.02M 0.21%
30,162
+27,493
117
$2.01M 0.21%
16,904
+16,872
118
$1.98M 0.2%
10,030
+9,391
119
$1.98M 0.2%
2,596
+2,434
120
$1.98M 0.2%
24,192
+21,254
121
$1.95M 0.2%
3,517
+3,501
122
$1.94M 0.2%
10,078
+9,564
123
$1.93M 0.2%
27,627
+26,272
124
$1.91M 0.2%
32,850
+30,200
125
$1.91M 0.2%
13,763
+11,346
3 4
5
6 7