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
$1.23B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$4.59M
3
+$4.39M
4
DB icon
Deutsche Bank
DB
+$4.32M
5
MDT icon
Medtronic
MDT
+$3.42M

Top Sells

1
+$2.85M
2
+$1.51M
3
+$1.35M
4
AON icon
Aon
AON
+$1.27M
5
RS icon
Reliance Steel & Aluminium
RS
+$929K

Sector Composition

1 Technology 33.11%
2 Financials 12.87%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.07M 0.25%
13,918
+288
102
$3.06M 0.25%
61,342
+11,136
103
$3.05M 0.25%
23,423
-2,843
104
$2.98M 0.24%
+10,132
105
$2.95M 0.24%
24,007
+22,380
106
$2.94M 0.24%
14,264
107
$2.93M 0.24%
21,828
108
$2.86M 0.23%
16,956
+2,768
109
$2.86M 0.23%
+1,396
110
$2.84M 0.23%
12,225
+1,152
111
$2.84M 0.23%
37,768
112
$2.8M 0.23%
26,619
+4,134
113
$2.75M 0.22%
2,617
+79
114
$2.7M 0.22%
+288,103
115
$2.59M 0.21%
24,983
+4,523
116
$2.58M 0.21%
78,982
+69,926
117
$2.5M 0.2%
28,260
-5,843
118
$2.5M 0.2%
4,285
+2
119
$2.48M 0.2%
28,014
+4,556
120
$2.44M 0.2%
15,182
121
$2.39M 0.19%
30,718
122
$2.39M 0.19%
17,582
123
$2.38M 0.19%
12,490
-462
124
$2.37M 0.19%
+29,526
125
$2.36M 0.19%
22,745
3 4
5
6 7