PIM

Plato Investment Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 29.41%
This Quarter Est. Return
1 Year Est. Return
+29.41%
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
+$2.57M
2
+$2.23M
3
+$2.23M
4
SCHW icon
Charles Schwab
SCHW
+$2.16M
5
NVDA icon
NVIDIA
NVDA
+$2.14M

Top Sells

1
+$2.33M
2
+$2.3M
3
+$2.27M
4
AMAT icon
Applied Materials
AMAT
+$1.66M
5
FCX icon
Freeport-McMoran
FCX
+$1.43M

Sector Composition

1 Technology 36.14%
2 Financials 13.16%
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
FAST icon
151
Fastenal
FAST
$50.2B
$2.13M 0.14%
43,747
+114
BX icon
152
Blackstone
BX
$126B
$2.12M 0.14%
12,530
+5,877
ABNB icon
153
Airbnb
ABNB
$79.3B
$2.12M 0.14%
17,623
CCI icon
154
Crown Castle
CCI
$39.6B
$2.11M 0.14%
22,036
+17,631
RPM icon
155
RPM International
RPM
$14.2B
$2.11M 0.14%
18,004
+409
EXPD icon
156
Expeditors International
EXPD
$21.3B
$2.08M 0.14%
17,101
+49
SYF icon
157
Synchrony
SYF
$28.9B
$2.07M 0.14%
29,393
EXPE icon
158
Expedia Group
EXPE
$34.9B
$2.06M 0.14%
9,703
CL icon
159
Colgate-Palmolive
CL
$68.1B
$2.04M 0.14%
25,728
TXN icon
160
Texas Instruments
TXN
$172B
$2.03M 0.14%
11,153
JBL icon
161
Jabil
JBL
$26.5B
$2.03M 0.14%
9,422
+3,067
MET icon
162
MetLife
MET
$50.6B
$2.02M 0.14%
24,757
KEYS icon
163
Keysight
KEYS
$36.8B
$2.02M 0.14%
11,623
-13
PPG icon
164
PPG Industries
PPG
$24.5B
$2.01M 0.14%
19,315
+100
AME icon
165
Ametek
AME
$49.1B
$2M 0.14%
10,704
MRVL icon
166
Marvell Technology
MRVL
$67.7B
$1.98M 0.13%
23,776
-5,474
RBLX icon
167
Roblox
RBLX
$55.3B
$1.98M 0.13%
14,390
-26
AMP icon
168
Ameriprise Financial
AMP
$47.3B
$1.97M 0.13%
4,044
DE icon
169
Deere & Co
DE
$139B
$1.96M 0.13%
4,318
IDXX icon
170
Idexx Laboratories
IDXX
$57.1B
$1.96M 0.13%
3,089
STN icon
171
Stantec
STN
$11.4B
$1.95M 0.13%
18,248
REGN icon
172
Regeneron Pharmaceuticals
REGN
$77.1B
$1.95M 0.13%
3,486
-293
SE icon
173
Sea Limited
SE
$71.8B
$1.94M 0.13%
10,910
-3,062
CB icon
174
Chubb
CB
$118B
$1.91M 0.13%
6,820
GIS icon
175
General Mills
GIS
$23.7B
$1.91M 0.13%
38,107
5 6
7
8 9