PIM
Plato Investment Management Portfolio holdings
AUM
$1.49B
1-Year Est. Return
29.23%
This Fund
S&P 500
1 Year Est. Return
+29.23%
AUM
$1.49B
AUM Growth
-$41.2M
(-2.7%)
Holding
554
Top Buys
| 1 | +$5.15M | |
| 2 | +$2.71M | |
| 3 | +$2.44M | |
| 4 |
GE Vernova
GEV
|
+$2.16M |
| 5 |
Ford
F
|
+$2.14M |
Top Sells
| 1 | +$3.49M | |
| 2 | +$1.93M | |
| 3 | +$1.89M | |
| 4 |
Pfizer
PFE
|
+$1.82M |
| 5 |
Thomson Reuters
TRI
|
+$1.61M |
Sector Composition
| 1 | Technology | 34.04% |
| 2 | Financials | 13.47% |
| 3 | Healthcare | 11.21% |
| 4 | Communication Services | 10.38% |
| 5 | Consumer Discretionary | 9.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Boston Scientific
BSX
$72.2B
| $2.71M | 0.18% |
43,172
+466
|
|
||
127
Monster Beverage
MNST
$87.6B
| $2.69M | 0.18% |
37,129
+1,413
|
|
||
128
Texas Pacific Land
TPL
$26.9B
| $2.69M | 0.18% |
5,656
+1,567
|
|
||
129
Corteva
CTVA
$51.5B
| $2.66M | 0.18% |
31,729
-869
|
|
||
130
Vertex Pharmaceuticals
VRTX
$113B
| $2.65M | 0.18% |
5,935
|
|
||
131
Intercontinental Exchange
ICE
$80B
| $2.61M | 0.18% |
16,587
|
|
||
132
Deere & Co
DE
$157B
| $2.55M | 0.17% |
4,528
+411
|
|
||
133
Seagate
STX
$192B
| $2.5M | 0.17% |
+6,385
|
|
||
134
Teradyne
TER
$56B
| $2.49M | 0.17% |
8,406
+4,464
|
|
||
135
Expeditors International
EXPD
$21B
| $2.45M | 0.16% |
17,101
|
|
||
136
Keysight
KEYS
$56.3B
| $2.44M | 0.16% |
8,630
-1,140
|
|
||
137
Simon Property Group
SPG
$68.2B
| $2.37M | 0.16% |
12,683
-1,120
|
|
||
138
Expedia Group
EXPE
$27.5B
| $2.37M | 0.16% |
10,246
+543
|
|
||
139
TotalEnergies
TTE
$197B
| $2.33M | 0.16% |
+24,959
|
|
||
140
Ametek
AME
$51.9B
| $2.31M | 0.15% |
10,751
|
|
||
141
State Street
STT
$44.8B
| $2.26M | 0.15% |
17,833
-1,409
|
|
||
142
Airbnb
ABNB
$79.3B
| $2.25M | 0.15% |
17,798
+2,087
|
|
||
143
Hartford Financial Services
HIG
$36.2B
| $2.25M | 0.15% |
16,593
|
|
||
144
CBRE Group
CBRE
$38.3B
| $2.24M | 0.15% |
16,498
-39
|
|
||
145
Hershey
HSY
$37.4B
| $2.22M | 0.15% |
10,668
+2,755
|
|
||
146
Target
TGT
$55.7B
| $2.22M | 0.15% |
18,293
-716
|
|
||
147
PG&E
PCG
$37.7B
| $2.21M | 0.15% |
125,938
+9,391
|
|
||
148
Shopify
SHOP
$142B
| $2.21M | 0.15% |
18,703
+441
|
|
||
149
Agnico Eagle Mines
AEM
$81.8B
| $2.16M | 0.15% |
10,696
-814
|
|
||
150
Logitech
LOGI
$16.2B
| $2.16M | 0.14% |
23,934
-20,937
|
|