PIM
Plato Investment Management Portfolio holdings
AUM
$1.53B
1-Year Est. Return
28.55%
This Fund
S&P 500
1 Year Est. Return
+28.55%
AUM
$1.53B
AUM Growth
+$54.2M
(+3.7%)
Holding
546
Top Buys
| 1 | +$2.77M | |
| 2 | +$2.46M | |
| 3 | +$2.42M | |
| 4 |
Comfort Systems
FIX
|
+$2.01M |
| 5 |
Logitech
LOGI
|
+$2M |
Top Sells
| 1 | +$2.19M | |
| 2 | +$2.11M | |
| 3 | +$2.02M | |
| 4 |
Celestica
CLS
|
+$1.78M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.66M |
Sector Composition
| 1 | Technology | 35.58% |
| 2 | Financials | 13.82% |
| 3 | Communication Services | 10.83% |
| 4 | Healthcare | 10.8% |
| 5 | Consumer Discretionary | 10.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Deutsche Bank
DB
$59.7B
| $2.63M | 0.17% |
67,397
+10,949
|
|
||
127
Cummins
CMI
$74.5B
| $2.6M | 0.17% |
5,071
-964
|
|
||
128
Simon Property Group
SPG
$63.3B
| $2.57M | 0.17% |
13,803
-6,050
|
|
||
129
Expeditors International
EXPD
$19.6B
| $2.56M | 0.17% |
17,101
|
|
||
130
Alnylam Pharmaceuticals
ALNY
$42.5B
| $2.5M | 0.16% |
6,254
+1,348
|
|
||
131
State Street
STT
$33.7B
| $2.49M | 0.16% |
19,242
-4,489
|
|
||
132
Wabtec
WAB
$41.7B
| $2.47M | 0.16% |
11,520
-571
|
|
||
133
Synchrony
SYF
$23.2B
| $2.46M | 0.16% |
29,393
|
|
||
134
Cadence Design Systems
CDNS
$81.9B
| $2.41M | 0.16% |
7,681
|
|
||
135
Scotiabank
BNS
$88.8B
| $2.4M | 0.16% |
32,344
+6,311
|
|
||
136
US Bancorp
USB
$81.4B
| $2.34M | 0.15% |
43,733
+19,645
|
|
||
137
Thomson Reuters
TRI
$49.6B
| $2.33M | 0.15% |
17,535
+17,246
|
|
||
138
TSMC
TSM
$1.76T
| $2.33M | 0.15% |
7,615
-978
|
|
||
139
ConocoPhillips
COP
$143B
| $2.31M | 0.15% |
24,584
-1,303
|
|
||
140
Exelon
EXC
$50.5B
| $2.3M | 0.15% |
52,573
-870
|
|
||
141
IQVIA
IQV
$29.6B
| $2.3M | 0.15% |
10,150
-2,815
|
|
||
142
Hartford Financial Services
HIG
$38.4B
| $2.3M | 0.15% |
16,593
|
|
||
143
Gartner
IT
$11.9B
| $2.28M | 0.15% |
9,002
+6,714
|
|
||
144
Prudential Financial
PRU
$33.8B
| $2.27M | 0.15% |
20,007
-1,742
|
|
||
145
Palo Alto Networks
PANW
$135B
| $2.26M | 0.15% |
12,200
|
|
||
146
C.H. Robinson
CHRW
$21.3B
| $2.26M | 0.15% |
13,974
|
|
||
147
Consolidated Edison
ED
$40.6B
| $2.25M | 0.15% |
22,510
-1,106
|
|
||
148
Becton Dickinson
BDX
$47.5B
| $2.24M | 0.15% |
11,485
-25
|
|
||
149
Ametek
AME
$50.8B
| $2.22M | 0.15% |
10,751
+47
|
|
||
150
Corteva
CTVA
$51.8B
| $2.2M | 0.14% |
32,598
|
|