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
$1.23B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$4.59M
3
+$4.39M
4
DB icon
Deutsche Bank
DB
+$4.32M
5
MDT icon
Medtronic
MDT
+$3.42M

Top Sells

1
+$2.85M
2
+$1.51M
3
+$1.35M
4
AON icon
Aon
AON
+$1.27M
5
RS icon
Reliance Steel & Aluminium
RS
+$929K

Sector Composition

1 Technology 33.11%
2 Financials 12.87%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.98M 0.16%
16,684
+5,262
152
$1.97M 0.16%
+6,849
153
$1.94M 0.16%
5,992
154
$1.94M 0.16%
4,770
+1,624
155
$1.93M 0.16%
8,104
-282
156
$1.9M 0.15%
49,658
157
$1.89M 0.15%
50,446
158
$1.86M 0.15%
9,024
+552
159
$1.85M 0.15%
+14,892
160
$1.84M 0.15%
18,664
161
$1.84M 0.15%
31,311
162
$1.84M 0.15%
3,721
-2
163
$1.84M 0.15%
7,137
164
$1.83M 0.15%
10,668
165
$1.83M 0.15%
12,103
166
$1.8M 0.15%
50,474
-17,778
167
$1.8M 0.15%
13,795
+9,722
168
$1.78M 0.14%
7,399
169
$1.77M 0.14%
6,524
170
$1.7M 0.14%
32,564
171
$1.66M 0.13%
+8,602
172
$1.65M 0.13%
4,786
-3,678
173
$1.65M 0.13%
6,083
-1,511
174
$1.64M 0.13%
5,974
-106
175
$1.64M 0.13%
9,626
+130
5 6
7
8 9