PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.46M
3
+$2.42M
4
FIX icon
Comfort Systems
FIX
+$2.01M
5
LOGI icon
Logitech
LOGI
+$2M

Top Sells

1
+$2.19M
2
+$2.11M
3
+$2.02M
4
CLS icon
Celestica
CLS
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.66M

Sector Composition

1 Technology 35.58%
2 Financials 13.82%
3 Communication Services 10.83%
4 Healthcare 10.8%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSCI icon
151
MSCI
MSCI
$41.8B
$2.19M 0.14%
3,798
-92
MELI icon
152
Mercado Libre
MELI
$90.6B
$2.15M 0.14%
1,061
-119
ADSK icon
153
Autodesk
ADSK
$55.1B
$2.14M 0.14%
7,211
ABNB icon
154
Airbnb
ABNB
$79.9B
$2.14M 0.14%
15,711
-1,912
CB icon
155
Chubb
CB
$128B
$2.14M 0.14%
6,820
COF icon
156
Capital One
COF
$117B
$2.12M 0.14%
8,714
+1,876
IDXX icon
157
Idexx Laboratories
IDXX
$48.4B
$2.1M 0.14%
3,089
PNC icon
158
PNC Financial Services
PNC
$83.1B
$2.1M 0.14%
10,008
+1,053
WDC icon
159
Western Digital
WDC
$83.1B
$2.08M 0.14%
+12,038
FIX icon
160
Comfort Systems
FIX
$45B
$2.04M 0.13%
+2,180
CL icon
161
Colgate-Palmolive
CL
$75B
$2.04M 0.13%
25,728
PAYX icon
162
Paychex
PAYX
$36.2B
$2.03M 0.13%
18,002
KEYS icon
163
Keysight
KEYS
$46.8B
$1.99M 0.13%
9,770
-1,853
AMP icon
164
Ameriprise Financial
AMP
$42.4B
$1.99M 0.13%
4,044
KDP icon
165
Keurig Dr Pepper
KDP
$38.4B
$1.99M 0.13%
70,768
PPG icon
166
PPG Industries
PPG
$23.8B
$1.99M 0.13%
19,315
PYPL icon
167
PayPal
PYPL
$43.2B
$1.99M 0.13%
33,844
-516
VRSK icon
168
Verisk Analytics
VRSK
$29.6B
$1.98M 0.13%
8,818
-58
CCI icon
169
Crown Castle
CCI
$39.4B
$1.97M 0.13%
22,036
AEM icon
170
Agnico Eagle Mines
AEM
$111B
$1.96M 0.13%
11,510
-7,979
MET icon
171
MetLife
MET
$46.8B
$1.96M 0.13%
24,757
ZTS icon
172
Zoetis
ZTS
$51.3B
$1.95M 0.13%
15,449
TXN icon
173
Texas Instruments
TXN
$175B
$1.94M 0.13%
11,153
BX icon
174
Blackstone
BX
$86.5B
$1.94M 0.13%
12,530
DE icon
175
Deere & Co
DE
$159B
$1.93M 0.13%
4,117
-201
5 6
7
8 9