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
$1.49B
AUM Growth
-$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$2.71M
3
+$2.44M
4
GEV icon
GE Vernova
GEV
+$2.16M
5
F icon
Ford
F
+$2.14M

Top Sells

1
+$3.49M
2
+$1.93M
3
+$1.89M
4
PFE icon
Pfizer
PFE
+$1.82M
5
TRI icon
Thomson Reuters
TRI
+$1.61M

Sector Composition

1 Technology 34.04%
2 Financials 13.47%
3 Healthcare 11.21%
4 Communication Services 10.38%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMP icon
176
Ameriprise Financial
AMP
$40.9B
$1.81M 0.12%
4,070
+26
BDX icon
177
Becton Dickinson
BDX
$41.7B
$1.81M 0.12%
11,485
RPM icon
178
RPM International
RPM
$13.4B
$1.79M 0.12%
18,004
WELL icon
179
Welltower
WELL
$146B
$1.77M 0.12%
8,947
+4,555
MELI icon
180
Mercado Libre
MELI
$81.5B
$1.76M 0.12%
1,017
-44
MET icon
181
MetLife
MET
$54.4B
$1.76M 0.12%
24,807
+50
JCI icon
182
Johnson Controls International
JCI
$87.6B
$1.74M 0.12%
13,285
+886
IDXX icon
183
Idexx Laboratories
IDXX
$44.3B
$1.74M 0.12%
3,089
PNC icon
184
PNC Financial Services
PNC
$91.7B
$1.74M 0.12%
8,338
-1,670
EME icon
185
Emcor
EME
$36.3B
$1.73M 0.12%
2,344
CAH icon
186
Cardinal Health
CAH
$48.2B
$1.73M 0.12%
8,185
+184
MTB icon
187
M&T Bank
MTB
$32.6B
$1.72M 0.12%
8,322
CFG icon
188
Citizens Financial Group
CFG
$27.1B
$1.72M 0.12%
+28,670
ROST icon
189
Ross Stores
ROST
$73.9B
$1.7M 0.11%
7,828
+889
BCE icon
190
BCE
BCE
$22.8B
$1.69M 0.11%
67,350
MTD icon
191
Mettler-Toledo International
MTD
$23.3B
$1.69M 0.11%
1,341
KGC icon
192
Kinross Gold
KGC
$31.3B
$1.69M 0.11%
55,348
-106,647
AER icon
193
AerCap
AER
$21.6B
$1.66M 0.11%
12,115
+11,052
GDDY icon
194
GoDaddy
GDDY
$11.2B
$1.66M 0.11%
20,061
+13,939
RTX icon
195
RTX Corp
RTX
$244B
$1.65M 0.11%
8,562
+320
FAST icon
196
Fastenal
FAST
$53.7B
$1.65M 0.11%
35,550
TXT icon
197
Textron
TXT
$15.8B
$1.62M 0.11%
18,505
PAYX icon
198
Paychex
PAYX
$36B
$1.59M 0.11%
17,200
-802
COF icon
199
Capital One
COF
$112B
$1.58M 0.11%
8,644
-70
DHI icon
200
D.R. Horton
DHI
$41.3B
$1.58M 0.11%
11,472
+451
6 7
8
9 10