PIM

Plato Investment Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.4M
3
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$2.01M
5
CLS icon
Celestica
CLS
+$1.84M

Top Sells

1
+$2.62M
2
+$2.33M
3
+$2.3M
4
FCX icon
Freeport-McMoran
FCX
+$1.59M
5
AMAT icon
Applied Materials
AMAT
+$1.48M

Sector Composition

1 Technology 36.11%
2 Financials 13.19%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.36M 0.23%
29,543
102
$3.36M 0.23%
16,779
103
$3.33M 0.23%
42,022
-1,140
104
$3.26M 0.22%
19,489
+4,156
105
$3.26M 0.22%
95,527
+3,381
106
$3.25M 0.22%
40,925
+53
107
$3.21M 0.22%
6,479
+2,387
108
$3.2M 0.22%
51,680
109
$2.99M 0.2%
3,898
110
$2.99M 0.2%
102,631
111
$2.93M 0.2%
27,075
+16,919
112
$2.88M 0.2%
14,798
+208
113
$2.77M 0.19%
16,587
114
$2.77M 0.19%
28,562
+6,487
115
$2.74M 0.19%
1,180
116
$2.73M 0.19%
23,731
117
$2.71M 0.18%
9,458
118
$2.68M 0.18%
7,681
119
$2.63M 0.18%
43,505
120
$2.59M 0.18%
16,537
121
$2.57M 0.17%
9,503
122
$2.53M 0.17%
6,035
123
$2.51M 0.17%
17,632
+13,465
124
$2.48M 0.17%
19,378
+959
125
$2.47M 0.17%
8,358
+1,311
3 4
5
6 7