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
$1.33B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$2.99M
3
+$2.45M
4
AAPL icon
Apple
AAPL
+$2.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.88M

Top Sells

1
+$2.68M
2
+$2.57M
3
+$2.3M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
NTRS icon
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
KDP icon
126
Keurig Dr Pepper
KDP
$37.2B
$2.33M 0.18%
70,768
+59
CL icon
127
Colgate-Palmolive
CL
$64.5B
$2.33M 0.18%
25,728
+21
ABNB icon
128
Airbnb
ABNB
$78.1B
$2.32M 0.17%
17,623
-1,351
COP icon
129
ConocoPhillips
COP
$109B
$2.31M 0.17%
25,887
-732
EXC icon
130
Exelon
EXC
$48.6B
$2.31M 0.17%
53,443
+44
ROP icon
131
Roper Technologies
ROP
$54.8B
$2.31M 0.17%
4,092
+5
CBRE icon
132
CBRE Group
CBRE
$48.7B
$2.31M 0.17%
16,537
+14
TXN icon
133
Texas Instruments
TXN
$155B
$2.31M 0.17%
11,153
-303
ANSS
134
DELISTED
Ansys
ANSS
$2.3M 0.17%
6,586
+6
ED icon
135
Consolidated Edison
ED
$36.8B
$2.29M 0.17%
22,954
+24
PH icon
136
Parker-Hannifin
PH
$93.8B
$2.28M 0.17%
3,270
-240
MU icon
137
Micron Technology
MU
$223B
$2.26M 0.17%
18,387
+1,006
MRVL icon
138
Marvell Technology
MRVL
$69.9B
$2.26M 0.17%
29,250
-2,364
MSCI icon
139
MSCI
MSCI
$41.6B
$2.23M 0.17%
3,880
+2
SE icon
140
Sea Limited
SE
$92.8B
$2.23M 0.17%
13,972
+4,780
ADSK icon
141
Autodesk
ADSK
$65.6B
$2.22M 0.17%
7,211
+1,642
DE icon
142
Deere & Co
DE
$125B
$2.19M 0.16%
4,318
+893
PPG icon
143
PPG Industries
PPG
$23.1B
$2.18M 0.16%
19,215
+9
PRU icon
144
Prudential Financial
PRU
$35.9B
$2.17M 0.16%
20,236
+22
AMP icon
145
Ameriprise Financial
AMP
$44.6B
$2.15M 0.16%
4,044
-1,723
GM icon
146
General Motors
GM
$64.1B
$2.13M 0.16%
43,505
-2,230
HIG icon
147
Hartford Financial Services
HIG
$35.1B
$2.1M 0.16%
16,593
+140
MNST icon
148
Monster Beverage
MNST
$68.1B
$2.04M 0.15%
32,705
+15
IQV icon
149
IQVIA
IQV
$37B
$2.04M 0.15%
12,965
+4,840
ELV icon
150
Elevance Health
ELV
$77.7B
$2.03M 0.15%
5,227
+4
4 5
6
7 8