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
$1.23B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$4.59M
3
+$4.39M
4
DB icon
Deutsche Bank
DB
+$4.32M
5
MDT icon
Medtronic
MDT
+$3.42M

Top Sells

1
+$2.85M
2
+$1.51M
3
+$1.35M
4
AON icon
Aon
AON
+$1.27M
5
RS icon
Reliance Steel & Aluminium
RS
+$929K

Sector Composition

1 Technology 33.11%
2 Financials 12.87%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.36M 0.19%
22,690
+12,731
127
$2.33M 0.19%
+28,925
128
$2.31M 0.19%
+22,428
129
$2.3M 0.19%
23,976
130
$2.28M 0.19%
22,986
-1,107
131
$2.27M 0.18%
4,480
-374
132
$2.26M 0.18%
36,020
+1,383
133
$2.24M 0.18%
20,470
134
$2.23M 0.18%
60,071
135
$2.22M 0.18%
3,514
-3
136
$2.2M 0.18%
2,718
+717
137
$2.19M 0.18%
6,037
+44
138
$2.17M 0.18%
18,458
139
$2.17M 0.18%
29,395
140
$2.16M 0.18%
16,455
141
$2.16M 0.18%
19,578
-4,723
142
$2.16M 0.18%
220
143
$2.13M 0.17%
21,266
+3,598
144
$2.1M 0.17%
46,936
-10,767
145
$2.09M 0.17%
17,319
146
$2.09M 0.17%
11,522
147
$2.09M 0.17%
20,152
148
$2.06M 0.17%
9,975
+7,740
149
$2.03M 0.17%
24,683
+5,916
150
$2.03M 0.16%
31,195
+26,938
4 5
6
7 8