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
$1.07B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.48M
3
+$3.22M
4
HES
Hess
HES
+$2.59M
5
MS icon
Morgan Stanley
MS
+$2.28M

Top Sells

1
+$4.31M
2
+$3.29M
3
+$3.02M
4
RS icon
Reliance Steel & Aluminium
RS
+$1.75M
5
BA icon
Boeing
BA
+$1.74M

Sector Composition

1 Technology 35.24%
2 Healthcare 12.24%
3 Financials 11.29%
4 Communication Services 9.88%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.61M 0.15%
21,814
-2,084
152
$1.59M 0.15%
18,503
153
$1.56M 0.15%
22,032
+18,613
154
$1.55M 0.14%
13,148
155
$1.52M 0.14%
60,071
+2,291
156
$1.52M 0.14%
13,405
-358
157
$1.5M 0.14%
6,080
+1,905
158
$1.48M 0.14%
8,472
+1,728
159
$1.48M 0.14%
118,008
+2,836
160
$1.45M 0.14%
7,399
+607
161
$1.45M 0.14%
7,881
+258
162
$1.44M 0.13%
18,751
+1,391
163
$1.44M 0.13%
6,524
+220
164
$1.44M 0.13%
6,141
+3,196
165
$1.42M 0.13%
21,481
+1,524
166
$1.38M 0.13%
29,255
167
$1.37M 0.13%
17,668
+2,469
168
$1.35M 0.13%
12,428
+238
169
$1.32M 0.12%
18,767
+977
170
$1.31M 0.12%
10,195
+545
171
$1.3M 0.12%
14,483
172
$1.3M 0.12%
9,554
173
$1.29M 0.12%
2,001
+1,456
174
$1.29M 0.12%
11,707
175
$1.29M 0.12%
8,885
5 6
7
8 9