PIM

Plato Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 26.16%
This Quarter Est. Return
1 Year Est. Return
+26.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$81.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.22M
3
+$2.94M
4
AMZN icon
Amazon
AMZN
+$2.76M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.67%
2 Healthcare 14.13%
3 Consumer Discretionary 11.28%
4 Communication Services 9.75%
5 Financials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$108K 0.13%
+850
152
$107K 0.13%
+1,801
153
$105K 0.13%
+2,856
154
$104K 0.13%
+900
155
$102K 0.13%
+454
156
$101K 0.12%
+1,761
157
$101K 0.12%
+875
158
$98.1K 0.12%
+169
159
$97.1K 0.12%
+1,043
160
$97K 0.12%
+1,608
161
$92.9K 0.11%
+1,292
162
$92.8K 0.11%
+533
163
$92K 0.11%
+2,222
164
$91.5K 0.11%
+376
165
$90.1K 0.11%
+562
166
$90K 0.11%
+165
167
$90K 0.11%
+1,556
168
$89.1K 0.11%
+478
169
$88.8K 0.11%
+3,069
170
$88.3K 0.11%
+1,355
171
$87.2K 0.11%
+679
172
$87.1K 0.11%
+973
173
$86.7K 0.11%
+212
174
$85.1K 0.1%
+219
175
$84.7K 0.1%
+185
5 6
7
8 9