PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.67M
3
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

1
+$2.68M
2
+$2.41M
3
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.02M 0.15%
27,321
+18
152
$2.02M 0.15%
7,047
+422
153
$1.98M 0.15%
24,757
+289
154
$1.98M 0.15%
3,779
+2
155
$1.98M 0.15%
11,510
+9
156
$1.97M 0.15%
18,248
+11,467
157
$1.97M 0.15%
6,035
+4
158
$1.97M 0.15%
6,820
+9
159
$1.97M 0.15%
38,107
+16
160
$1.96M 0.15%
19,991
+5,218
161
$1.95M 0.15%
29,393
+259
162
$1.95M 0.15%
12,575
+4,695
163
$1.94M 0.15%
17,052
+3
164
$1.94M 0.15%
8,593
+593
165
$1.93M 0.15%
10,704
+5
166
$1.93M 0.14%
17,595
+6
167
$1.9M 0.14%
11,636
+7,893
168
$1.88M 0.14%
19,033
-3,712
169
$1.83M 0.14%
43,633
+5
170
$1.82M 0.14%
15,333
+11,212
171
$1.78M 0.13%
49,658
172
$1.78M 0.13%
1,524
+424
173
$1.76M 0.13%
1,163
174
$1.71M 0.13%
5,863
+5
175
$1.7M 0.13%
8,403
+1,938
5 6
7
8 9