PIM

Plato Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 26.16%
This Quarter Est. Return
1 Year Est. Return
+26.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$81.6M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1 +$6.08M
2 +$5.22M
3 +$2.94M
4
AMZN icon
Amazon
AMZN
+$2.76M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.67%
2 Healthcare 14.13%
3 Consumer Discretionary 11.28%
4 Communication Services 9.75%
5 Financials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$84.6K 0.1%
+2,811
177
$84K 0.1%
+3,554
178
$81K 0.1%
+421
179
$79K 0.1%
+608
180
$78.8K 0.1%
+870
181
$78.5K 0.1%
+362
182
$75.8K 0.09%
+342
183
$75.5K 0.09%
+4,092
184
$73.6K 0.09%
+290
185
$73.2K 0.09%
+1,017
186
$72.4K 0.09%
+2,916
187
$72.3K 0.09%
+7,101
188
$71.5K 0.09%
+391
189
$71.2K 0.09%
+292
190
$71.1K 0.09%
+360
191
$69.7K 0.09%
+1,339
192
$69.5K 0.09%
+842
193
$69.4K 0.09%
+521
194
$69.3K 0.09%
+1,203
195
$69.3K 0.09%
+712
196
$68.4K 0.08%
+468
197
$68K 0.08%
+1,921
198
$67.6K 0.08%
+559
199
$67.5K 0.08%
+1,825
200
$66.3K 0.08%
+979