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
$1.36B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.26M
3
+$4.31M
4
AMZN icon
Amazon
AMZN
+$3.77M
5
GEV icon
GE Vernova
GEV
+$3.45M

Top Sells

1
+$3.37M
2
+$3.31M
3
+$3.29M
4
TRI icon
Thomson Reuters
TRI
+$1.97M
5
BEPC icon
Brookfield Renewable
BEPC
+$1.85M

Sector Composition

1 Technology 34.85%
2 Financials 13.35%
3 Healthcare 10.85%
4 Consumer Discretionary 10.55%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.02M 0.22%
20,207
+5,025
102
$3.01M 0.22%
24,887
103
$3M 0.22%
38,269
+9,344
104
$3M 0.22%
30,480
+2,466
105
$2.99M 0.22%
12,971
+366
106
$2.98M 0.22%
5,212
+1,491
107
$2.9M 0.21%
24,191
+235
108
$2.89M 0.21%
26,362
+5,096
109
$2.87M 0.21%
13,453
-559
110
$2.86M 0.21%
20,311
-1,517
111
$2.85M 0.21%
21,014
-481
112
$2.75M 0.2%
295,350
+7,247
113
$2.72M 0.2%
9,005
+2,922
114
$2.69M 0.2%
6,645
115
$2.65M 0.19%
26,619
116
$2.65M 0.19%
4,399
+114
117
$2.63M 0.19%
43,362
+5,594
118
$2.61M 0.19%
19,799
-5,549
119
$2.6M 0.19%
11,425
+5,284
120
$2.56M 0.19%
22,428
121
$2.54M 0.19%
47,516
+580
122
$2.49M 0.18%
38,924
+9,529
123
$2.45M 0.18%
5,039
+559
124
$2.42M 0.18%
37,020
+7,765
125
$2.38M 0.17%
27,779
-2,939
3 4
5
6 7