PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.67M
3
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

1
+$2.68M
2
+$2.41M
3
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.05M 0.23%
43,162
-6,438
102
$3.03M 0.23%
16,587
+754
103
$3.01M 0.23%
78,713
-16,432
104
$2.99M 0.22%
+40,872
105
$2.91M 0.22%
13,156
+5,691
106
$2.89M 0.22%
18,018
+747
107
$2.85M 0.21%
3,898
+10
108
$2.84M 0.21%
84,458
+1,275
109
$2.8M 0.21%
40,742
+89
110
$2.78M 0.21%
12,602
+1,009
111
$2.71M 0.2%
14,590
-7,296
112
$2.63M 0.2%
7,532
-1,631
113
$2.59M 0.19%
5,829
+4
114
$2.54M 0.19%
17,539
+13
115
$2.52M 0.19%
12,091
+9
116
$2.51M 0.19%
23,731
+12
117
$2.49M 0.19%
12,200
+1,320
118
$2.45M 0.18%
21,386
-20,089
119
$2.42M 0.18%
32,598
+17
120
$2.41M 0.18%
4,726
-182
121
$2.38M 0.18%
33,669
+5,594
122
$2.36M 0.18%
22,075
+944
123
$2.36M 0.18%
7,681
+6
124
$2.33M 0.18%
16,913
-669
125
$2.33M 0.18%
9,503
-9
3 4
5
6 7