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
$81.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.22M
3
+$2.94M
4
AMZN icon
Amazon
AMZN
+$2.76M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.67%
2 Healthcare 14.13%
3 Consumer Discretionary 11.28%
4 Communication Services 9.75%
5 Financials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$140K 0.17%
+172
127
$138K 0.17%
+639
128
$138K 0.17%
+4,134
129
$137K 0.17%
+692
130
$136K 0.17%
+2,321
131
$135K 0.17%
+239
132
$134K 0.16%
+514
133
$134K 0.16%
+2,602
134
$132K 0.16%
+1,851
135
$128K 0.16%
+4,470
136
$124K 0.15%
+3,941
137
$121K 0.15%
+2,650
138
$118K 0.14%
+3,439
139
$117K 0.14%
+1,140
140
$117K 0.14%
+2,240
141
$116K 0.14%
+1,661
142
$116K 0.14%
+972
143
$115K 0.14%
+1,742
144
$114K 0.14%
+162
145
$112K 0.14%
+750
146
$112K 0.14%
+1,146
147
$111K 0.14%
+410
148
$111K 0.14%
+736
149
$110K 0.14%
+765
150
$108K 0.13%
+123
4 5
6
7 8