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
$1.19B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$2.67M
3
+$2.06M
4
EXPE icon
Expedia Group
EXPE
+$1.65M
5
TAP icon
Molson Coors Class B
TAP
+$1.38M

Top Sells

1
+$8.88M
2
+$8.3M
3
+$8.15M
4
MSFT icon
Microsoft
MSFT
+$5.92M
5
AVGO icon
Broadcom
AVGO
+$4.67M

Sector Composition

1 Technology 31.91%
2 Financials 13.41%
3 Healthcare 12.21%
4 Consumer Discretionary 9.94%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMI icon
151
Cummins
CMI
$56.2B
$1.91M 0.16%
6,031
+39
AON icon
152
Aon
AON
$74.1B
$1.9M 0.16%
4,711
-1,415
AMH icon
153
American Homes 4 Rent
AMH
$12.3B
$1.9M 0.16%
49,658
PANW icon
154
Palo Alto Networks
PANW
$144B
$1.88M 0.16%
10,880
+1,251
AME icon
155
Ametek
AME
$42.7B
$1.86M 0.16%
10,699
+31
TPL icon
156
Texas Pacific Land
TPL
$21.3B
$1.86M 0.16%
1,389
+77
NKE icon
157
Nike
NKE
$102B
$1.8M 0.15%
28,075
-185
PYPL icon
158
PayPal
PYPL
$65B
$1.8M 0.15%
27,303
-476
LHX icon
159
L3Harris
LHX
$54.1B
$1.78M 0.15%
8,418
+314
TEL icon
160
TE Connectivity
TEL
$67.4B
$1.78M 0.15%
12,454
+136
PCAR icon
161
PACCAR
PCAR
$52.4B
$1.77M 0.15%
18,017
-2,880
PSA icon
162
Public Storage
PSA
$54.1B
$1.77M 0.15%
5,858
-324
DSGX icon
163
Descartes Systems
DSGX
$8.37B
$1.77M 0.15%
17,377
-5,051
LOW icon
164
Lowe's Companies
LOW
$138B
$1.76M 0.15%
7,465
-303
DASH icon
165
DoorDash
DASH
$112B
$1.76M 0.15%
9,512
+566
LOGI icon
166
Logitech
LOGI
$16.1B
$1.75M 0.15%
20,739
+7,679
CHRW icon
167
C.H. Robinson
CHRW
$15B
$1.72M 0.15%
16,653
FAST icon
168
Fastenal
FAST
$49.7B
$1.71M 0.14%
43,628
-6,846
EXPE icon
169
Expedia Group
EXPE
$28B
$1.65M 0.14%
+9,698
TDG icon
170
TransDigm Group
TDG
$74.9B
$1.63M 0.14%
1,163
+3
DE icon
171
Deere & Co
DE
$124B
$1.62M 0.14%
3,425
+10
SBAC icon
172
SBA Communications
SBAC
$21.2B
$1.61M 0.14%
7,255
-144
NVR icon
173
NVR
NVR
$21.5B
$1.61M 0.14%
220
-28
SYF icon
174
Synchrony
SYF
$26.6B
$1.56M 0.13%
29,134
-7,886
TGT icon
175
Target
TGT
$42.9B
$1.56M 0.13%
14,773
-6,241
5 6
7
8 9