PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.67M
3
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

1
+$2.68M
2
+$2.41M
3
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

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
$2.33M 0.18%
70,768
+59
127
$2.33M 0.18%
25,728
+21
128
$2.32M 0.17%
17,623
-1,351
129
$2.31M 0.17%
25,887
-732
130
$2.31M 0.17%
53,443
+44
131
$2.31M 0.17%
4,092
+5
132
$2.31M 0.17%
16,537
+14
133
$2.31M 0.17%
11,153
-303
134
$2.3M 0.17%
6,586
+6
135
$2.29M 0.17%
22,954
+24
136
$2.28M 0.17%
3,270
-240
137
$2.26M 0.17%
18,387
+1,006
138
$2.26M 0.17%
29,250
-2,364
139
$2.23M 0.17%
3,880
+2
140
$2.23M 0.17%
13,972
+4,780
141
$2.22M 0.17%
7,211
+1,642
142
$2.19M 0.16%
4,318
+893
143
$2.18M 0.16%
19,215
+9
144
$2.17M 0.16%
20,236
+22
145
$2.15M 0.16%
4,044
-1,723
146
$2.13M 0.16%
43,505
-2,230
147
$2.1M 0.16%
16,593
+140
148
$2.04M 0.15%
32,705
+15
149
$2.04M 0.15%
12,965
+4,840
150
$2.03M 0.15%
5,227
+4
4 5
6
7 8