PIM

Plato Investment Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.4M
3
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$2.01M
5
CLS icon
Celestica
CLS
+$1.84M

Top Sells

1
+$2.62M
2
+$2.33M
3
+$2.3M
4
FCX icon
Freeport-McMoran
FCX
+$1.59M
5
AMAT icon
Applied Materials
AMAT
+$1.48M

Sector Composition

1 Technology 36.11%
2 Financials 13.19%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.13M 0.14%
43,747
+114
152
$2.12M 0.14%
12,530
+5,877
153
$2.12M 0.14%
17,623
154
$2.11M 0.14%
22,036
+17,631
155
$2.11M 0.14%
18,004
+409
156
$2.08M 0.14%
17,101
+49
157
$2.07M 0.14%
29,393
158
$2.06M 0.14%
9,703
159
$2.04M 0.14%
25,728
160
$2.03M 0.14%
11,153
161
$2.03M 0.14%
9,422
+3,067
162
$2.02M 0.14%
24,757
163
$2.02M 0.14%
11,623
-13
164
$2.01M 0.14%
19,315
+100
165
$2M 0.14%
10,704
166
$1.98M 0.13%
23,776
-5,474
167
$1.98M 0.13%
14,390
-26
168
$1.97M 0.13%
4,044
169
$1.96M 0.13%
4,318
170
$1.96M 0.13%
3,089
171
$1.95M 0.13%
18,248
172
$1.95M 0.13%
3,486
-293
173
$1.94M 0.13%
10,910
-3,062
174
$1.91M 0.13%
6,820
175
$1.91M 0.13%
38,107
5 6
7
8 9