PIM
Plato Investment Management Portfolio holdings
AUM
$1.53B
1-Year Est. Return
28.55%
This Fund
S&P 500
1 Year Est. Return
+28.55%
AUM
$1.48B
AUM Growth
+$146M
(+11%)
Holding
546
Top Buys
| 1 | +$2.55M | |
| 2 | +$2.4M | |
| 3 | +$2.16M | |
| 4 |
NVIDIA
NVDA
|
+$2.01M |
| 5 |
Celestica
CLS
|
+$1.84M |
Top Sells
| 1 | +$2.62M | |
| 2 | +$2.33M | |
| 3 | +$2.3M | |
| 4 |
Freeport-McMoran
FCX
|
+$1.59M |
| 5 |
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
American Tower
AMT
$79B
| $2.47M | 0.17% |
12,927
+325
|
|
||
127
Palo Alto Networks
PANW
$119B
| $2.47M | 0.17% |
12,200
|
|
||
128
Parker-Hannifin
PH
$112B
| $2.46M | 0.17% |
3,270
|
|
||
129
IQVIA
IQV
$27.5B
| $2.44M | 0.17% |
12,965
|
|
||
130
ConocoPhillips
COP
$164B
| $2.43M | 0.16% |
25,887
|
|
||
131
Wabtec
WAB
$41.1B
| $2.41M | 0.16% |
12,091
|
|
||
132
Exelon
EXC
$49.4B
| $2.39M | 0.16% |
53,443
|
|
||
133
TSMC
TSM
$1.69T
| $2.38M | 0.16% |
8,593
|
|
||
134
Consolidated Edison
ED
$40.4B
| $2.36M | 0.16% |
23,616
+662
|
|
||
135
Vertex Pharmaceuticals
VRTX
$110B
| $2.34M | 0.16% |
6,026
+197
|
|
||
136
Nike
NKE
$76B
| $2.33M | 0.16% |
33,669
|
|
||
137
PayPal
PYPL
$40.1B
| $2.29M | 0.15% |
34,360
+7,039
|
|
||
138
Autodesk
ADSK
$48.5B
| $2.27M | 0.15% |
7,211
|
|
||
139
Paychex
PAYX
$32.8B
| $2.26M | 0.15% |
18,002
+463
|
|
||
140
Zoetis
ZTS
$47.8B
| $2.24M | 0.15% |
15,449
+2,874
|
|
||
141
Prudential Financial
PRU
$32.5B
| $2.24M | 0.15% |
21,749
+1,513
|
|
||
142
Alnylam Pharmaceuticals
ALNY
$42.1B
| $2.22M | 0.15% |
4,906
+793
|
|
||
143
Verisk Analytics
VRSK
$25.2B
| $2.22M | 0.15% |
8,876
+3,999
|
|
||
144
Hartford Financial Services
HIG
$36.5B
| $2.2M | 0.15% |
16,593
|
|
||
145
Monster Beverage
MNST
$70.3B
| $2.19M | 0.15% |
32,805
+100
|
|
||
146
MSCI
MSCI
$38.3B
| $2.19M | 0.15% |
3,890
+10
|
|
||
147
Corteva
CTVA
$55B
| $2.19M | 0.15% |
32,598
|
|
||
148
Intel
INTC
$217B
| $2.15M | 0.15% |
64,638
|
|
||
149
Spotify
SPOT
$97.3B
| $2.14M | 0.15% |
3,094
-1,567
|
|
||
150
Becton Dickinson
BDX
$44B
| $2.14M | 0.14% |
11,510
|
|