PIM

Plato Investment Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 29.41%
This Quarter Est. Return
1 Year Est. Return
+29.41%
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
151
$1.91M 0.16%
6,031
+39
152
$1.9M 0.16%
4,711
-1,415
153
$1.9M 0.16%
49,658
154
$1.88M 0.16%
10,880
+1,251
155
$1.86M 0.16%
10,699
+31
156
$1.86M 0.16%
4,167
+231
157
$1.8M 0.15%
28,075
-185
158
$1.8M 0.15%
27,303
-476
159
$1.78M 0.15%
8,418
+314
160
$1.78M 0.15%
12,454
+136
161
$1.77M 0.15%
18,017
-2,880
162
$1.77M 0.15%
5,858
-324
163
$1.77M 0.15%
17,377
-5,051
164
$1.76M 0.15%
7,465
-303
165
$1.76M 0.15%
9,512
+566
166
$1.75M 0.15%
20,739
+7,679
167
$1.72M 0.15%
16,653
168
$1.71M 0.14%
43,628
-6,846
169
$1.65M 0.14%
+9,698
170
$1.63M 0.14%
1,163
+3
171
$1.62M 0.14%
3,425
+10
172
$1.61M 0.14%
7,255
-144
173
$1.61M 0.14%
220
-28
174
$1.56M 0.13%
29,134
-7,886
175
$1.56M 0.13%
14,773
-6,241
5 6
7
8 9