PIM
Plato Investment Management Portfolio holdings
AUM
$1.49B
1-Year Est. Return
29.23%
This Fund
S&P 500
1 Year Est. Return
+29.23%
AUM
$1.49B
AUM Growth
-$41.2M
(-2.7%)
Holding
554
Top Buys
| 1 | +$5.15M | |
| 2 | +$2.71M | |
| 3 | +$2.44M | |
| 4 |
GE Vernova
GEV
|
+$2.16M |
| 5 |
Ford
F
|
+$2.14M |
Top Sells
| 1 | +$3.49M | |
| 2 | +$1.93M | |
| 3 | +$1.89M | |
| 4 |
Pfizer
PFE
|
+$1.82M |
| 5 |
Thomson Reuters
TRI
|
+$1.61M |
Sector Composition
| 1 | Technology | 34.04% |
| 2 | Financials | 13.47% |
| 3 | Healthcare | 11.21% |
| 4 | Communication Services | 10.38% |
| 5 | Consumer Discretionary | 9.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Quanta Services
PWR
$104B
| $2.16M | 0.14% |
3,926
+401
|
|
||
152
Chubb
CB
$127B
| $2.14M | 0.14% |
6,573
-247
|
|
||
153
Cadence Design Systems
CDNS
$104B
| $2.14M | 0.14% |
7,681
|
|
||
154
Dell
DELL
$256B
| $2.1M | 0.14% |
12,812
+7,282
|
|
||
155
Marvell Technology
MRVL
$230B
| $2.1M | 0.14% |
21,228
+4,269
|
|
||
156
Alnylam Pharmaceuticals
ALNY
$40.5B
| $2.07M | 0.14% |
6,249
-5
|
|
||
157
PPG Industries
PPG
$25.4B
| $2.07M | 0.14% |
19,315
|
|
||
158
ConocoPhillips
COP
$143B
| $2.05M | 0.14% |
15,511
-9,073
|
|
||
159
MSCI
MSCI
$44.8B
| $2.05M | 0.14% |
3,798
|
|
||
160
Palo Alto Networks
PANW
$222B
| $2.03M | 0.14% |
12,666
+466
|
|
||
161
Truist Financial
TFC
$61.3B
| $2.03M | 0.14% |
44,054
+36,394
|
|
||
162
Nike
NKE
$63.6B
| $2.01M | 0.14% |
38,072
-8,709
|
|
||
163
Synchrony
SYF
$23.8B
| $2M | 0.13% |
29,393
|
|
||
164
Deutsche Bank
DB
$60.3B
| $2M | 0.13% |
67,397
|
|
||
165
Applovin
APP
$187B
| $1.98M | 0.13% |
4,975
-1,359
|
|
||
166
Invitation Homes
INVH
$17.8B
| $1.96M | 0.13% |
78,945
-23,686
|
|
||
167
Prudential Financial
PRU
$36.3B
| $1.96M | 0.13% |
20,007
|
|
||
168
Keurig Dr Pepper
KDP
$41.5B
| $1.94M | 0.13% |
73,661
+2,893
|
|
||
169
Bank of Montreal
BMO
$115B
| $1.93M | 0.13% |
14,305
+13,836
|
|
||
170
C.H. Robinson
CHRW
$21.7B
| $1.91M | 0.13% |
11,482
-2,492
|
|
||
171
US Bancorp
USB
$86.4B
| $1.9M | 0.13% |
36,425
-7,308
|
|
||
172
Zoetis
ZTS
$33.3B
| $1.87M | 0.13% |
15,838
+389
|
|
||
173
Moody's
MCO
$78.8B
| $1.87M | 0.13% |
4,281
+1,389
|
|
||
174
Autodesk
ADSK
$48.6B
| $1.87M | 0.13% |
7,799
+588
|
|
||
175
Emerson Electric
EMR
$77.4B
| $1.84M | 0.12% |
14,053
|
|