PIM

Plato Investment Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 29.41%
This Quarter Est. Return
1 Year Est. Return
+29.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$2.67M
3
+$2.06M
4
EXPE icon
Expedia Group
EXPE
+$1.65M
5
TAP icon
Molson Coors Class B
TAP
+$1.38M

Top Sells

1
+$8.88M
2
+$8.3M
3
+$8.15M
4
MSFT icon
Microsoft
MSFT
+$5.92M
5
AVGO icon
Broadcom
AVGO
+$4.67M

Sector Composition

1 Technology 31.91%
2 Financials 13.41%
3 Healthcare 12.21%
4 Consumer Discretionary 9.94%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.82M 0.24%
27,172
+25,737
102
$2.82M 0.24%
49,600
-9,112
103
$2.78M 0.23%
40,653
-1,381
104
$2.76M 0.23%
15,833
-4,374
105
$2.73M 0.23%
17,526
-2,785
106
$2.7M 0.23%
13,030
+59
107
$2.69M 0.23%
36,470
-6,892
108
$2.68M 0.23%
210,351
-84,999
109
$2.66M 0.22%
11,501
+76
110
$2.64M 0.22%
3,888
-1,324
111
$2.6M 0.22%
33,243
-6,332
112
$2.56M 0.22%
22,930
+210
113
$2.55M 0.22%
83,183
-24,307
114
$2.55M 0.21%
11,593
-887
115
$2.49M 0.21%
53,399
-7,175
116
$2.45M 0.21%
9,163
-4,127
117
$2.45M 0.21%
70,709
+524
118
$2.44M 0.21%
30,844
+9,231
119
$2.44M 0.21%
4,087
+51
120
$2.43M 0.21%
25,707
+177
121
$2.42M 0.2%
3,777
+1,116
122
$2.37M 0.2%
22,745
123
$2.36M 0.2%
13,504
124
$2.31M 0.19%
4,159
+1,074
125
$2.3M 0.19%
38,091
-833
3 4
5
6 7