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
$1.07B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.48M
3
+$3.22M
4
HES
Hess
HES
+$2.59M
5
MS icon
Morgan Stanley
MS
+$2.28M

Top Sells

1
+$4.31M
2
+$3.29M
3
+$3.02M
4
RS icon
Reliance Steel & Aluminium
RS
+$1.75M
5
BA icon
Boeing
BA
+$1.74M

Sector Composition

1 Technology 35.24%
2 Healthcare 12.24%
3 Financials 11.29%
4 Communication Services 9.88%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.92M 0.18%
18,664
+338
127
$1.88M 0.18%
8,386
+5,055
128
$1.86M 0.17%
17,319
+415
129
$1.86M 0.17%
29,395
+1,768
130
$1.86M 0.17%
18,458
+497
131
$1.85M 0.17%
49,658
132
$1.84M 0.17%
7,137
+395
133
$1.83M 0.17%
12,952
-3,182
134
$1.82M 0.17%
11,522
+261
135
$1.82M 0.17%
12,103
136
$1.78M 0.17%
30,718
+556
137
$1.78M 0.17%
3,517
138
$1.78M 0.17%
10,668
+882
139
$1.74M 0.16%
4,539
140
$1.74M 0.16%
23,458
141
$1.72M 0.16%
5,993
-135
142
$1.69M 0.16%
14,649
+2,825
143
$1.69M 0.16%
31,311
+742
144
$1.68M 0.16%
50,446
145
$1.67M 0.16%
220
146
$1.66M 0.15%
5,992
+5,829
147
$1.63M 0.15%
32,564
+1,745
148
$1.62M 0.15%
18,216
+3,756
149
$1.61M 0.15%
9,496
+276
150
$1.61M 0.15%
2,854
+187
4 5
6
7 8