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
$1.19B
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
AMD icon
101
Advanced Micro Devices
AMD
$374B
$2.82M 0.24%
27,172
+25,737
CM icon
102
Canadian Imperial Bank of Commerce
CM
$75.4B
$2.82M 0.24%
49,600
-9,112
CVS icon
103
CVS Health
CVS
$104B
$2.78M 0.23%
40,653
-1,381
ICE icon
104
Intercontinental Exchange
ICE
$89.8B
$2.76M 0.23%
15,833
-4,374
PAYX icon
105
Paychex
PAYX
$45.6B
$2.73M 0.23%
17,526
-2,785
DHR icon
106
Danaher
DHR
$156B
$2.7M 0.23%
13,030
+59
UBER icon
107
Uber
UBER
$192B
$2.69M 0.23%
36,470
-6,892
KGC icon
108
Kinross Gold
KGC
$28.7B
$2.68M 0.23%
210,351
-84,999
BDX icon
109
Becton Dickinson
BDX
$53.9B
$2.66M 0.22%
11,501
+76
MCK icon
110
McKesson
MCK
$99B
$2.64M 0.22%
3,888
-1,324
ANET icon
111
Arista Networks
ANET
$184B
$2.6M 0.22%
33,243
-6,332
ED icon
112
Consolidated Edison
ED
$36.8B
$2.56M 0.22%
22,930
+210
UBS icon
113
UBS Group
UBS
$121B
$2.55M 0.22%
83,183
-24,307
AMT icon
114
American Tower
AMT
$89.5B
$2.55M 0.21%
11,593
-887
EXC icon
115
Exelon
EXC
$48.6B
$2.49M 0.21%
53,399
-7,175
APP icon
116
Applovin
APP
$191B
$2.45M 0.21%
9,163
-4,127
KDP icon
117
Keurig Dr Pepper
KDP
$37.2B
$2.45M 0.21%
70,709
+524
SCHW icon
118
Charles Schwab
SCHW
$171B
$2.44M 0.21%
30,844
+9,231
ROP icon
119
Roper Technologies
ROP
$54.8B
$2.44M 0.21%
4,087
+51
CL icon
120
Colgate-Palmolive
CL
$64.5B
$2.43M 0.21%
25,707
+177
REGN icon
121
Regeneron Pharmaceuticals
REGN
$62B
$2.42M 0.2%
3,777
+1,116
OTIS icon
122
Otis Worldwide
OTIS
$35.9B
$2.37M 0.2%
22,745
TRI icon
123
Thomson Reuters
TRI
$73.5B
$2.36M 0.2%
13,504
SPOT icon
124
Spotify
SPOT
$139B
$2.31M 0.19%
4,159
+1,074
GIS icon
125
General Mills
GIS
$26.2B
$2.3M 0.19%
38,091
-833
3 4
5
6 7