PIM
Plato Investment Management Portfolio holdings
AUM
$1.48B
1-Year Est. Return
29.41%
1 Year Est. Return
+29.41%
AUM
$1.33B
AUM Growth
+$143M
(+12%)
Holding
560
Top Buys
| 1 | +$6.63M | |
| 2 | +$2.99M | |
| 3 | +$2.45M | |
| 4 |
Apple
AAPL
|
+$2.31M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$1.88M |
Top Sells
| 1 | +$2.68M | |
| 2 | +$2.57M | |
| 3 | +$2.3M | |
| 4 |
Descartes Systems
DSGX
|
+$1.77M |
| 5 |
Northern Trust
NTRS
|
+$1.64M |
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
Canadian Imperial Bank of Commerce
CM
$80.1B
| $3.05M | 0.23% |
43,162
-6,438
|
|
||
102
Intercontinental Exchange
ICE
$87.1B
| $3.03M | 0.23% |
16,587
+754
|
|
||
103
Baker Hughes
BKR
$46.9B
| $3.01M | 0.23% |
78,713
-16,432
|
|
||
104
Toronto Dominion Bank
TD
$139B
| $2.99M | 0.22% |
+40,872
|
|
||
105
Lowe's Companies
LOW
$130B
| $2.91M | 0.22% |
13,156
+5,691
|
|
||
106
Simon Property Group
SPG
$59.9B
| $2.89M | 0.22% |
18,018
+747
|
|
||
107
McKesson
MCK
$104B
| $2.85M | 0.21% |
3,898
+10
|
|
||
108
UBS Group
UBS
$122B
| $2.84M | 0.21% |
84,458
+1,275
|
|
||
109
CVS Health
CVS
$101B
| $2.8M | 0.21% |
40,742
+89
|
|
||
110
American Tower
AMT
$84.8B
| $2.78M | 0.21% |
12,602
+1,009
|
|
||
111
Howmet Aerospace
HWM
$81B
| $2.71M | 0.2% |
14,590
-7,296
|
|
||
112
Applovin
APP
$188B
| $2.63M | 0.2% |
7,532
-1,631
|
|
||
113
Vertex Pharmaceuticals
VRTX
$110B
| $2.59M | 0.19% |
5,829
+4
|
|
||
114
Paychex
PAYX
$40.2B
| $2.54M | 0.19% |
17,539
+13
|
|
||
115
Wabtec
WAB
$34.9B
| $2.52M | 0.19% |
12,091
+9
|
|
||
116
State Street
STT
$33B
| $2.51M | 0.19% |
23,731
+12
|
|
||
117
Palo Alto Networks
PANW
$140B
| $2.49M | 0.19% |
12,200
+1,320
|
|
||
118
Shopify
SHOP
$191B
| $2.45M | 0.18% |
21,386
-20,089
|
|
||
119
Corteva
CTVA
$44.7B
| $2.42M | 0.18% |
32,598
+17
|
|
||
120
Synopsys
SNPS
$73.2B
| $2.41M | 0.18% |
4,726
-182
|
|
||
121
Nike
NKE
$97.6B
| $2.38M | 0.18% |
33,669
+5,594
|
|
||
122
Boston Scientific
BSX
$156B
| $2.36M | 0.18% |
22,075
+944
|
|
||
123
Cadence Design Systems
CDNS
$86B
| $2.36M | 0.18% |
7,681
+6
|
|
||
|
HES
124
DELISTED
Hess
HES
| $2.33M | 0.18% |
16,913
-669
|
|
||
125
DoorDash
DASH
$84.1B
| $2.33M | 0.18% |
9,503
-9
|
|