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
$967M
AUM Growth
+$886M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$57.6M
2
+$51.9M
3
+$44.1M
4
AMZN icon
Amazon
AMZN
+$32.4M
5
META icon
Meta Platforms (Facebook)
META
+$21.8M

Top Sells

1
+$326K
2
+$242K
3
+$160K
4
WBA
Walgreens Boots Alliance
WBA
+$157K
5
KSS icon
Kohl's
KSS
+$128K

Sector Composition

1 Technology 32.25%
2 Healthcare 12.51%
3 Financials 11.5%
4 Consumer Discretionary 10.59%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.55M 0.16%
9,519
+7,796
152
$1.55M 0.16%
21,428
+21,024
153
$1.55M 0.16%
50,446
+46,312
154
$1.54M 0.16%
13,095
+12,379
155
$1.53M 0.16%
26,381
+25,866
156
$1.53M 0.16%
115,172
+84,909
157
$1.5M 0.15%
2,667
+2,502
158
$1.48M 0.15%
17,237
+17,164
159
$1.48M 0.15%
7,623
+7,145
160
$1.48M 0.15%
8,885
+8,120
161
$1.47M 0.15%
6,792
+6,502
162
$1.46M 0.15%
4,539
+4,311
163
$1.44M 0.15%
11,340
+10,440
164
$1.44M 0.15%
11,824
+11,489
165
$1.41M 0.15%
14,460
+13,417
166
$1.4M 0.15%
3,420
+3,015
167
$1.4M 0.14%
14,483
+14,470
168
$1.4M 0.14%
10,470
+9,620
169
$1.33M 0.14%
57,780
+54,658
170
$1.33M 0.14%
11,707
+10,995
171
$1.32M 0.14%
17,790
+16,048
172
$1.32M 0.14%
8,304
+8,108
173
$1.31M 0.14%
9,220
+8,058
174
$1.3M 0.13%
21,858
+20,057
175
$1.3M 0.13%
8,016
+7,909
5 6
7
8 9