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
$1.19B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$2.67M
3
+$2.06M
4
EXPE icon
Expedia Group
EXPE
+$1.65M
5
TAP icon
Molson Coors Class B
TAP
+$1.38M

Top Sells

1
+$8.88M
2
+$8.3M
3
+$8.15M
4
MSFT icon
Microsoft
MSFT
+$5.92M
5
AVGO icon
Broadcom
AVGO
+$4.67M

Sector Composition

1 Technology 31.91%
2 Financials 13.41%
3 Healthcare 12.21%
4 Consumer Discretionary 9.94%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ELV icon
126
Elevance Health
ELV
$77.7B
$2.3M 0.19%
5,223
-414
ABNB icon
127
Airbnb
ABNB
$78.7B
$2.29M 0.19%
18,974
+6,579
PRU icon
128
Prudential Financial
PRU
$35.8B
$2.28M 0.19%
20,214
-5,733
MSCI icon
129
MSCI
MSCI
$41.8B
$2.22M 0.19%
3,878
-521
WAB icon
130
Wabtec
WAB
$33.8B
$2.21M 0.19%
12,082
+560
MPWR icon
131
Monolithic Power Systems
MPWR
$48B
$2.19M 0.18%
3,732
-53
CBRE icon
132
CBRE Group
CBRE
$48.7B
$2.18M 0.18%
16,523
-3,276
GM icon
133
General Motors
GM
$64.1B
$2.17M 0.18%
45,735
-1,781
PH icon
134
Parker-Hannifin
PH
$95.9B
$2.16M 0.18%
3,510
BSX icon
135
Boston Scientific
BSX
$148B
$2.15M 0.18%
21,131
+2,061
STT icon
136
State Street
STT
$32.3B
$2.15M 0.18%
23,719
-6,761
SNPS icon
137
Synopsys
SNPS
$85.3B
$2.13M 0.18%
4,908
-131
PPG icon
138
PPG Industries
PPG
$23.6B
$2.12M 0.18%
19,206
-4,985
ANSS
139
DELISTED
Ansys
ANSS
$2.11M 0.18%
6,580
-217
TXN icon
140
Texas Instruments
TXN
$155B
$2.08M 0.18%
11,456
+4,706
CB icon
141
Chubb
CB
$107B
$2.08M 0.18%
6,811
-38
CTVA icon
142
Corteva
CTVA
$42.1B
$2.07M 0.17%
32,581
+122
EXPD icon
143
Expeditors International
EXPD
$16.4B
$2.07M 0.17%
17,049
+594
HIG icon
144
Hartford Financial Services
HIG
$35.2B
$2.06M 0.17%
16,453
-2,005
RPM icon
145
RPM International
RPM
$14.5B
$2.06M 0.17%
17,589
+42
MELI icon
146
Mercado Libre
MELI
$109B
$2.05M 0.17%
1,038
+83
MET icon
147
MetLife
MET
$52.6B
$1.99M 0.17%
24,468
-215
CDNS icon
148
Cadence Design Systems
CDNS
$90.9B
$1.97M 0.17%
7,675
-1,330
MRVL icon
149
Marvell Technology
MRVL
$69.9B
$1.97M 0.17%
31,614
-6,607
MNST icon
150
Monster Beverage
MNST
$67.3B
$1.93M 0.16%
32,690
+126
4 5
6
7 8