PIM

Plato Investment Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 29.41%
This Quarter Est. Return
1 Year Est. Return
+29.41%
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
+$2.57M
2
+$2.23M
3
+$2.23M
4
SCHW icon
Charles Schwab
SCHW
+$2.16M
5
NVDA icon
NVIDIA
NVDA
+$2.14M

Top Sells

1
+$2.33M
2
+$2.3M
3
+$2.27M
4
AMAT icon
Applied Materials
AMAT
+$1.66M
5
FCX icon
Freeport-McMoran
FCX
+$1.43M

Sector Composition

1 Technology 36.14%
2 Financials 13.16%
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
AMT icon
126
American Tower
AMT
$85.9B
$2.47M 0.17%
12,927
+325
PANW icon
127
Palo Alto Networks
PANW
$128B
$2.47M 0.17%
12,200
PH icon
128
Parker-Hannifin
PH
$119B
$2.46M 0.17%
3,270
IQV icon
129
IQVIA
IQV
$40.5B
$2.44M 0.17%
12,965
COP icon
130
ConocoPhillips
COP
$118B
$2.43M 0.16%
25,887
WAB icon
131
Wabtec
WAB
$39.3B
$2.41M 0.16%
12,091
EXC icon
132
Exelon
EXC
$45.3B
$2.39M 0.16%
53,443
TSM icon
133
TSMC
TSM
$1.7T
$2.38M 0.16%
8,593
ED icon
134
Consolidated Edison
ED
$37.5B
$2.36M 0.16%
23,616
+662
VRTX icon
135
Vertex Pharmaceuticals
VRTX
$112B
$2.34M 0.16%
6,026
+197
NKE icon
136
Nike
NKE
$94.2B
$2.33M 0.16%
33,669
PYPL icon
137
PayPal
PYPL
$51.5B
$2.29M 0.15%
34,360
+7,039
ADSK icon
138
Autodesk
ADSK
$56.3B
$2.27M 0.15%
7,211
PAYX icon
139
Paychex
PAYX
$39.9B
$2.26M 0.15%
18,002
+463
ZTS icon
140
Zoetis
ZTS
$54.9B
$2.24M 0.15%
15,449
+2,874
PRU icon
141
Prudential Financial
PRU
$39.1B
$2.24M 0.15%
21,749
+1,513
ALNY icon
142
Alnylam Pharmaceuticals
ALNY
$47.5B
$2.22M 0.15%
4,906
+793
VRSK icon
143
Verisk Analytics
VRSK
$30.5B
$2.22M 0.15%
8,876
+3,999
HIG icon
144
Hartford Financial Services
HIG
$36.1B
$2.2M 0.15%
16,593
MNST icon
145
Monster Beverage
MNST
$79.6B
$2.19M 0.15%
32,805
+100
MSCI icon
146
MSCI
MSCI
$45.3B
$2.19M 0.15%
3,890
+10
CTVA icon
147
Corteva
CTVA
$47.1B
$2.19M 0.15%
32,598
INTC icon
148
Intel
INTC
$232B
$2.15M 0.15%
64,638
SPOT icon
149
Spotify
SPOT
$105B
$2.14M 0.15%
3,094
-1,567
BDX icon
150
Becton Dickinson
BDX
$59B
$2.14M 0.14%
11,510
4 5
6
7 8