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
$1.07B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.48M
3
+$3.22M
4
HES
Hess
HES
+$2.59M
5
MS icon
Morgan Stanley
MS
+$2.28M

Top Sells

1
+$4.31M
2
+$3.29M
3
+$3.02M
4
RS icon
Reliance Steel & Aluminium
RS
+$1.75M
5
BA icon
Boeing
BA
+$1.74M

Sector Composition

1 Technology 35.24%
2 Healthcare 12.24%
3 Financials 11.29%
4 Communication Services 9.88%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.28M 0.12%
3,420
177
$1.28M 0.12%
4,008
+264
178
$1.27M 0.12%
23,788
+1,930
179
$1.27M 0.12%
9,014
+710
180
$1.27M 0.12%
17,164
-73
181
$1.25M 0.12%
7,859
+6,758
182
$1.25M 0.12%
4,655
+221
183
$1.25M 0.12%
8,016
184
$1.24M 0.12%
7,145
+546
185
$1.21M 0.11%
12,511
+2,041
186
$1.16M 0.11%
6,349
+1,037
187
$1.15M 0.11%
4,012
-6,110
188
$1.12M 0.1%
16,076
+747
189
$1.12M 0.1%
2,093
190
$1.12M 0.1%
11,422
191
$1.11M 0.1%
7,613
+783
192
$1.1M 0.1%
370
193
$1.1M 0.1%
10,727
-6,946
194
$1.09M 0.1%
14,048
-13,460
195
$1.09M 0.1%
5,369
196
$1.09M 0.1%
12,961
197
$1.09M 0.1%
17,323
198
$1.08M 0.1%
843
+86
199
$1.06M 0.1%
58,469
-79,464
200
$1.04M 0.1%
30,766
6 7
8
9 10