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
$1.07B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.48M
3
+$3.22M
4
HES
Hess
HES
+$2.59M
5
MS icon
Morgan Stanley
MS
+$2.28M

Top Sells

1
+$4.31M
2
+$3.29M
3
+$3.02M
4
RS icon
Reliance Steel & Aluminium
RS
+$1.75M
5
BA icon
Boeing
BA
+$1.74M

Sector Composition

1 Technology 35.24%
2 Healthcare 12.24%
3 Financials 11.29%
4 Communication Services 9.88%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.48M 0.23%
8,464
102
$2.44M 0.23%
45,466
-6,219
103
$2.44M 0.23%
50,206
-8,691
104
$2.44M 0.23%
69,649
+604
105
$2.41M 0.22%
5,406
+1,137
106
$2.38M 0.22%
20,294
+18,316
107
$2.37M 0.22%
17,169
-3,385
108
$2.36M 0.22%
13,630
109
$2.34M 0.22%
7,594
+54
110
$2.19M 0.2%
22,745
111
$2.19M 0.2%
26,266
+2,256
112
$2.17M 0.2%
3,723
+260
113
$2.15M 0.2%
14,188
+708
114
$2.15M 0.2%
11,073
+1,043
115
$2.14M 0.2%
68,252
-9,980
116
$2.14M 0.2%
24,301
117
$2.1M 0.2%
23,976
+2,548
118
$2.09M 0.19%
24,093
-99
119
$2.08M 0.19%
15,182
+7
120
$2.06M 0.19%
4,283
+96
121
$2.05M 0.19%
16,455
+6,807
122
$2.05M 0.19%
13,493
+358
123
$2.05M 0.19%
34,637
-551
124
$2M 0.19%
20,470
+281
125
$1.96M 0.18%
20,152
+1,311
3 4
5
6 7