PIM

Plato Investment Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.4M
3
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$2.01M
5
CLS icon
Celestica
CLS
+$1.84M

Top Sells

1
+$2.62M
2
+$2.33M
3
+$2.3M
4
FCX icon
Freeport-McMoran
FCX
+$1.59M
5
AMAT icon
Applied Materials
AMAT
+$1.48M

Sector Composition

1 Technology 36.11%
2 Financials 13.19%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.47M 0.17%
12,927
+325
127
$2.47M 0.17%
12,200
128
$2.46M 0.17%
3,270
129
$2.44M 0.17%
12,965
130
$2.43M 0.16%
25,887
131
$2.41M 0.16%
12,091
132
$2.39M 0.16%
53,443
133
$2.38M 0.16%
8,593
134
$2.36M 0.16%
23,616
+662
135
$2.34M 0.16%
6,026
+197
136
$2.33M 0.16%
33,669
137
$2.29M 0.15%
34,360
+7,039
138
$2.27M 0.15%
7,211
139
$2.26M 0.15%
18,002
+463
140
$2.24M 0.15%
15,449
+2,874
141
$2.24M 0.15%
21,749
+1,513
142
$2.22M 0.15%
4,906
+793
143
$2.22M 0.15%
8,876
+3,999
144
$2.2M 0.15%
16,593
145
$2.19M 0.15%
32,805
+100
146
$2.19M 0.15%
3,890
+10
147
$2.19M 0.15%
32,598
148
$2.15M 0.15%
64,638
149
$2.14M 0.15%
3,094
-1,567
150
$2.14M 0.14%
11,510
4 5
6
7 8