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
$1.36B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.26M
3
+$4.31M
4
AMZN icon
Amazon
AMZN
+$3.77M
5
GEV icon
GE Vernova
GEV
+$3.45M

Top Sells

1
+$3.37M
2
+$3.31M
3
+$3.29M
4
TRI icon
Thomson Reuters
TRI
+$1.97M
5
BEPC icon
Brookfield Renewable
BEPC
+$1.85M

Sector Composition

1 Technology 34.85%
2 Financials 13.35%
3 Healthcare 10.85%
4 Consumer Discretionary 10.55%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.35M 0.17%
17,582
127
$2.34M 0.17%
20,172
+8,709
128
$2.33M 0.17%
25,530
+5,378
129
$2.3M 0.17%
6,797
+4,958
130
$2.3M 0.17%
12,480
+255
131
$2.29M 0.17%
60,574
+30,978
132
$2.26M 0.17%
70,185
+19,739
133
$2.25M 0.17%
3,785
+2,726
134
$2.24M 0.16%
3,510
-4
135
$2.22M 0.16%
19,513
-3,473
136
$2.21M 0.16%
6,126
+1,340
137
$2.2M 0.16%
12,020
+2,996
138
$2.19M 0.16%
11,522
139
$2.18M 0.16%
20,897
+2,233
140
$2.18M 0.16%
13,504
-12,214
141
$2.17M 0.16%
17,547
+228
142
$2.15M 0.16%
28,260
143
$2.11M 0.16%
22,745
144
$2.11M 0.15%
4,036
+1,182
145
$2.1M 0.15%
5,992
146
$2.09M 0.15%
5,637
-753
147
$2.07M 0.15%
6,972
+998
148
$2.06M 0.15%
17,443
-3,027
149
$2.05M 0.15%
24,303
-680
150
$2.04M 0.15%
248
+28
4 5
6
7 8