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
$967M
AUM Growth
+$886M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$57.6M
2
+$51.9M
3
+$44.1M
4
AMZN icon
Amazon
AMZN
+$32.4M
5
META icon
Meta Platforms (Facebook)
META
+$21.8M

Top Sells

1
+$326K
2
+$242K
3
+$160K
4
WBA
Walgreens Boots Alliance
WBA
+$157K
5
KSS icon
Kohl's
KSS
+$128K

Sector Composition

1 Technology 32.25%
2 Healthcare 12.51%
3 Financials 11.5%
4 Consumer Discretionary 10.59%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.26M 0.13%
29,255
+29,213
177
$1.24M 0.13%
5,369
+4,426
178
$1.23M 0.13%
9,554
+9,326
179
$1.23M 0.13%
5,312
+4,891
180
$1.23M 0.13%
14,547
+12,432
181
$1.21M 0.13%
6,139
+5,606
182
$1.21M 0.13%
30,766
+30,078
183
$1.21M 0.13%
11,422
+10,547
184
$1.19M 0.12%
17,360
+15,804
185
$1.17M 0.12%
9,648
+9,453
186
$1.17M 0.12%
370
+353
187
$1.16M 0.12%
+38,310
188
$1.16M 0.12%
6,744
+6,008
189
$1.15M 0.12%
+12,961
190
$1.13M 0.12%
2,369
+2,289
191
$1.13M 0.12%
9,334
+6,381
192
$1.12M 0.12%
6,599
+6,239
193
$1.12M 0.12%
+17,323
194
$1.11M 0.11%
6,512
+5,904
195
$1.09M 0.11%
4,175
+3,799
196
$1.09M 0.11%
15,329
+13,721
197
$1.07M 0.11%
9,345
+9,096
198
$1.07M 0.11%
+7,383
199
$1.06M 0.11%
1,043
+998
200
$1.05M 0.11%
2,198
+2,112
6 7
8
9 10