PIM
Plato Investment Management Portfolio holdings
AUM
$1.48B
1-Year Est. Return
29.41%
1 Year Est. Return
+29.41%
AUM
$1.33B
AUM Growth
+$143M
(+12%)
Holding
560
Top Buys
| 1 | +$6.63M | |
| 2 | +$2.99M | |
| 3 | +$2.45M | |
| 4 |
Apple
AAPL
|
+$2.31M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$1.88M |
Top Sells
| 1 | +$2.68M | |
| 2 | +$2.57M | |
| 3 | +$2.3M | |
| 4 |
Descartes Systems
DSGX
|
+$1.77M |
| 5 |
Northern Trust
NTRS
|
+$1.64M |
Sector Composition
| 1 | Technology | 35.31% |
| 2 | Financials | 13.12% |
| 3 | Healthcare | 10.52% |
| 4 | Communication Services | 10.3% |
| 5 | Consumer Discretionary | 10.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Keurig Dr Pepper
KDP
$38B
| $2.33M | 0.18% |
70,768
+59
|
|
||
127
Colgate-Palmolive
CL
$68.1B
| $2.33M | 0.18% |
25,728
+21
|
|
||
128
Airbnb
ABNB
$79.3B
| $2.32M | 0.17% |
17,623
-1,351
|
|
||
129
ConocoPhillips
COP
$118B
| $2.31M | 0.17% |
25,887
-732
|
|
||
130
Exelon
EXC
$45.3B
| $2.31M | 0.17% |
53,443
+44
|
|
||
131
Roper Technologies
ROP
$44.8B
| $2.31M | 0.17% |
4,092
+5
|
|
||
132
CBRE Group
CBRE
$49.2B
| $2.31M | 0.17% |
16,537
+14
|
|
||
133
Texas Instruments
TXN
$172B
| $2.31M | 0.17% |
11,153
-303
|
|
||
|
ANSS
134
DELISTED
Ansys
ANSS
| $2.3M | 0.17% |
6,586
+6
|
|
||
135
Consolidated Edison
ED
$37.5B
| $2.29M | 0.17% |
22,954
+24
|
|
||
136
Parker-Hannifin
PH
$119B
| $2.28M | 0.17% |
3,270
-240
|
|
||
137
Micron Technology
MU
$411B
| $2.26M | 0.17% |
18,387
+1,006
|
|
||
138
Marvell Technology
MRVL
$67.7B
| $2.26M | 0.17% |
29,250
-2,364
|
|
||
139
MSCI
MSCI
$45.3B
| $2.23M | 0.17% |
3,880
+2
|
|
||
140
Sea Limited
SE
$71.8B
| $2.23M | 0.17% |
13,972
+4,780
|
|
||
141
Autodesk
ADSK
$53.8B
| $2.22M | 0.17% |
7,211
+1,642
|
|
||
142
Deere & Co
DE
$138B
| $2.19M | 0.16% |
4,318
+893
|
|
||
143
PPG Industries
PPG
$24.5B
| $2.18M | 0.16% |
19,215
+9
|
|
||
144
Prudential Financial
PRU
$39.1B
| $2.17M | 0.16% |
20,236
+22
|
|
||
145
Ameriprise Financial
AMP
$47.3B
| $2.15M | 0.16% |
4,044
-1,723
|
|
||
146
General Motors
GM
$72.6B
| $2.13M | 0.16% |
43,505
-2,230
|
|
||
147
Hartford Financial Services
HIG
$36.1B
| $2.1M | 0.16% |
16,593
+140
|
|
||
148
Monster Beverage
MNST
$79.6B
| $2.04M | 0.15% |
32,705
+15
|
|
||
149
IQVIA
IQV
$40.5B
| $2.04M | 0.15% |
12,965
+4,840
|
|
||
150
Elevance Health
ELV
$83.3B
| $2.03M | 0.15% |
5,227
+4
|
|