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
$967M
AUM Growth
+$886M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$57.6M
2
+$51.9M
3
+$44.1M
4
AMZN icon
Amazon
AMZN
+$32.4M
5
META icon
Meta Platforms (Facebook)
META
+$21.8M

Top Sells

1
+$326K
2
+$242K
3
+$160K
4
WBA
Walgreens Boots Alliance
WBA
+$157K
5
KSS icon
Kohl's
KSS
+$128K

Sector Composition

1 Technology 32.25%
2 Healthcare 12.51%
3 Financials 11.5%
4 Consumer Discretionary 10.59%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.86M 0.19%
3,463
+2,479
127
$1.85M 0.19%
17,961
+17,684
128
$1.85M 0.19%
24,301
+24,263
129
$1.83M 0.19%
6,742
+6,712
130
$1.83M 0.19%
30,819
+29,058
131
$1.83M 0.19%
+49,658
132
$1.82M 0.19%
4,269
+4,184
133
$1.81M 0.19%
23,458
+22,899
134
$1.79M 0.19%
9,786
+9,753
135
$1.78M 0.18%
+220
136
$1.78M 0.18%
6,128
+4,935
137
$1.77M 0.18%
18,503
+18,484
138
$1.76M 0.18%
20,189
+19,172
139
$1.76M 0.18%
+30,569
140
$1.76M 0.18%
12,103
+11,671
141
$1.73M 0.18%
23,898
+21,262
142
$1.7M 0.18%
47,707
+47,693
143
$1.7M 0.18%
18,841
+16,706
144
$1.68M 0.17%
12,190
+11,711
145
$1.66M 0.17%
24,010
+14,887
146
$1.64M 0.17%
11,261
+11,242
147
$1.63M 0.17%
13,148
+12,956
148
$1.61M 0.17%
6,304
+5,470
149
$1.57M 0.16%
17,673
+13,793
150
$1.57M 0.16%
19,957
+19,257
4 5
6
7 8