PIM
Plato Investment Management Portfolio holdings
AUM
$1.48B
1-Year Est. Return
29.41%
1 Year Est. Return
+29.41%
AUM
$1.48B
AUM Growth
+$146M
(+11%)
Holding
546
Top Buys
| 1 | +$2.57M | |
| 2 | +$2.23M | |
| 3 | +$2.23M | |
| 4 |
Charles Schwab
SCHW
|
+$2.16M |
| 5 |
NVIDIA
NVDA
|
+$2.14M |
Top Sells
| 1 | +$2.33M | |
| 2 | +$2.3M | |
| 3 | +$2.27M | |
| 4 |
Applied Materials
AMAT
|
+$1.66M |
| 5 |
Freeport-McMoran
FCX
|
+$1.43M |
Sector Composition
| 1 | Technology | 36.14% |
| 2 | Financials | 13.16% |
| 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 | |
|---|---|---|---|---|---|---|
176
United Rentals
URI
$59B
| $1.89M | 0.13% |
1,998
-5
|
|
||
177
Magna International
MGA
$15.3B
| $1.88M | 0.13% |
+39,967
|
|
||
178
TransDigm Group
TDG
$81.3B
| $1.87M | 0.13% |
1,430
+267
|
|
||
179
Mettler-Toledo International
MTD
$29.2B
| $1.86M | 0.13% |
1,524
|
|
||
180
T. Rowe Price
TROW
$23.1B
| $1.85M | 0.13% |
18,189
+4,796
|
|
||
181
PG&E
PCG
$33.5B
| $1.85M | 0.13% |
123,526
+5,096
|
|
||
182
C.H. Robinson
CHRW
$21B
| $1.84M | 0.12% |
13,974
-2,681
|
|
||
183
Emerson Electric
EMR
$83.2B
| $1.83M | 0.12% |
14,053
+2,256
|
|
||
184
Deutsche Bank
DB
$72.2B
| $1.8M | 0.12% |
56,448
+16,448
|
|
||
185
Keurig Dr Pepper
KDP
$37.4B
| $1.79M | 0.12% |
70,768
|
|
||
186
PNC Financial Services
PNC
$90.7B
| $1.79M | 0.12% |
8,955
+1,019
|
|
||
187
Otis Worldwide
OTIS
$34.5B
| $1.73M | 0.12% |
19,033
|
|
||
188
Cameco
CCJ
$52.3B
| $1.72M | 0.12% |
20,603
+2,402
|
|
||
189
Target
TGT
$49.2B
| $1.69M | 0.11% |
19,009
-982
|
|
||
190
Kinross Gold
KGC
$44.1B
| $1.69M | 0.11% |
+68,684
|
|
||
191
Public Storage
PSA
$50.1B
| $1.68M | 0.11% |
5,863
|
|
||
192
Scotiabank
BNS
$91.5B
| $1.67M | 0.11% |
26,033
+9,354
|
|
||
193
Texas Pacific Land
TPL
$23.5B
| $1.66M | 0.11% |
5,382
+2,184
|
|
||
194
Aon
AON
$71.8B
| $1.66M | 0.11% |
4,697
-9
|
|
||
195
HCA Healthcare
HCA
$106B
| $1.64M | 0.11% |
3,886
|
|
||
196
American Homes 4 Rent
AMH
$11.9B
| $1.64M | 0.11% |
49,658
|
|
||
197
M&T Bank
MTB
$33.7B
| $1.62M | 0.11% |
8,251
+2,905
|
|
||
198
Kraft Heinz
KHC
$26.8B
| $1.6M | 0.11% |
62,052
+43,073
|
|
||
199
Zoom
ZM
$23.8B
| $1.59M | 0.11% |
19,472
+3,145
|
|
||
200
Textron
TXT
$16.8B
| $1.55M | 0.11% |
18,505
|
|