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
$1.36B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.26M
3
+$4.31M
4
AMZN icon
Amazon
AMZN
+$3.77M
5
GEV icon
GE Vernova
GEV
+$3.45M

Top Sells

1
+$3.37M
2
+$3.31M
3
+$3.29M
4
TRI icon
Thomson Reuters
TRI
+$1.97M
5
BEPC icon
Brookfield Renewable
BEPC
+$1.85M

Sector Composition

1 Technology 34.85%
2 Financials 13.35%
3 Healthcare 10.85%
4 Consumer Discretionary 10.55%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.03M 0.15%
22,720
+30
152
$2.03M 0.15%
24,683
153
$2.03M 0.15%
18,458
154
$2.02M 0.15%
1,909
+866
155
$2.01M 0.15%
52,613
-8,729
156
$1.93M 0.14%
10,668
157
$1.92M 0.14%
7,768
+1,244
158
$1.92M 0.14%
2,718
159
$1.9M 0.14%
2,661
+44
160
$1.9M 0.14%
6,849
161
$1.89M 0.14%
42,034
+6,014
162
$1.86M 0.14%
49,658
163
$1.86M 0.14%
6,182
+145
164
$1.86M 0.14%
32,459
+1,148
165
$1.83M 0.13%
16,455
166
$1.82M 0.13%
50,474
167
$1.82M 0.13%
13,578
-217
168
$1.78M 0.13%
5,660
-4,472
169
$1.77M 0.13%
12,318
+215
170
$1.76M 0.13%
9,629
+3
171
$1.76M 0.13%
14,892
172
$1.73M 0.13%
16,653
-2,925
173
$1.72M 0.13%
6,640
+496
174
$1.72M 0.13%
32,564
175
$1.71M 0.13%
8,104
5 6
7
8 9