PIM

Plato Investment Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 29.41%
This Quarter Est. Return
1 Year Est. Return
+29.41%
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
126
$2.3M 0.19%
5,223
-414
127
$2.29M 0.19%
18,974
+6,579
128
$2.28M 0.19%
20,214
-5,733
129
$2.22M 0.19%
3,878
-521
130
$2.21M 0.19%
12,082
+560
131
$2.19M 0.18%
3,732
-53
132
$2.18M 0.18%
16,523
-3,276
133
$2.17M 0.18%
45,735
-1,781
134
$2.16M 0.18%
3,510
135
$2.15M 0.18%
21,131
+2,061
136
$2.15M 0.18%
23,719
-6,761
137
$2.13M 0.18%
4,908
-131
138
$2.12M 0.18%
19,206
-4,985
139
$2.11M 0.18%
6,580
-217
140
$2.08M 0.18%
11,456
+4,706
141
$2.08M 0.18%
6,811
-38
142
$2.07M 0.17%
32,581
+122
143
$2.07M 0.17%
17,049
+594
144
$2.06M 0.17%
16,453
-2,005
145
$2.06M 0.17%
17,589
+42
146
$2.05M 0.17%
1,038
+83
147
$1.99M 0.17%
24,468
-215
148
$1.97M 0.17%
7,675
-1,330
149
$1.97M 0.17%
31,614
-6,607
150
$1.93M 0.16%
32,690
+126
4 5
6
7 8