PIM
Plato Investment Management Portfolio holdings
AUM
$1.33B
1-Year Est. Return
26.16%
1 Year Est. Return
+26.16%
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 | |
|---|---|---|---|---|---|---|
151
PayPal
PYPL
$65B
| $2.02M | 0.15% |
27,321
+18
|
|
||
152
Veeva Systems
VEEV
$47.5B
| $2.02M | 0.15% |
7,047
+422
|
|
||
153
MetLife
MET
$52.2B
| $1.98M | 0.15% |
24,757
+289
|
|
||
154
Regeneron Pharmaceuticals
REGN
$62B
| $1.98M | 0.15% |
3,779
+2
|
|
||
155
Becton Dickinson
BDX
$53.9B
| $1.98M | 0.15% |
11,510
+9
|
|
||
156
Stantec
STN
$12.8B
| $1.97M | 0.15% |
18,248
+11,467
|
|
||
157
Cummins
CMI
$56.2B
| $1.97M | 0.15% |
6,035
+4
|
|
||
158
Chubb
CB
$110B
| $1.97M | 0.15% |
6,820
+9
|
|
||
159
General Mills
GIS
$26.2B
| $1.97M | 0.15% |
38,107
+16
|
|
||
160
Target
TGT
$42.7B
| $1.96M | 0.15% |
19,991
+5,218
|
|
||
161
Synchrony
SYF
$26.3B
| $1.95M | 0.15% |
29,393
+259
|
|
||
162
Zoetis
ZTS
$65.2B
| $1.95M | 0.15% |
12,575
+4,695
|
|
||
163
Expeditors International
EXPD
$16.1B
| $1.94M | 0.15% |
17,052
+3
|
|
||
164
TSMC
TSM
$1.5T
| $1.94M | 0.15% |
8,593
+593
|
|
||
165
Ametek
AME
$42.7B
| $1.93M | 0.15% |
10,704
+5
|
|
||
166
RPM International
RPM
$14.3B
| $1.93M | 0.14% |
17,595
+6
|
|
||
167
Keysight
KEYS
$28.3B
| $1.9M | 0.14% |
11,636
+7,893
|
|
||
168
Otis Worldwide
OTIS
$35.9B
| $1.88M | 0.14% |
19,033
-3,712
|
|
||
169
Fastenal
FAST
$48.9B
| $1.83M | 0.14% |
43,633
+5
|
|
||
170
Agnico Eagle Mines
AEM
$82.1B
| $1.82M | 0.14% |
15,333
+11,212
|
|
||
171
American Homes 4 Rent
AMH
$12.3B
| $1.78M | 0.13% |
49,658
|
|
||
172
Mettler-Toledo International
MTD
$28.5B
| $1.78M | 0.13% |
1,524
+424
|
|
||
173
TransDigm Group
TDG
$74.1B
| $1.76M | 0.13% |
1,163
|
|
||
174
Public Storage
PSA
$54.5B
| $1.71M | 0.13% |
5,863
+5
|
|
||
175
Atlassian
TEAM
$44.2B
| $1.7M | 0.13% |
8,403
+1,938
|
|