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
$1.23B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$4.59M
3
+$4.39M
4
DB icon
Deutsche Bank
DB
+$4.32M
5
MDT icon
Medtronic
MDT
+$3.42M

Top Sells

1
+$2.85M
2
+$1.51M
3
+$1.35M
4
AON icon
Aon
AON
+$1.27M
5
RS icon
Reliance Steel & Aluminium
RS
+$929K

Sector Composition

1 Technology 33.11%
2 Financials 12.87%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.64M 0.13%
18,503
177
$1.62M 0.13%
13,704
-3,465
178
$1.62M 0.13%
14,872
+223
179
$1.62M 0.13%
21,481
180
$1.59M 0.13%
2,854
181
$1.58M 0.13%
8,559
+543
182
$1.58M 0.13%
8,088
+943
183
$1.57M 0.13%
18,751
184
$1.53M 0.12%
18,658
-3,374
185
$1.51M 0.12%
7,881
186
$1.5M 0.12%
6,144
+2,932
187
$1.5M 0.12%
10,967
+240
188
$1.5M 0.12%
14,483
189
$1.49M 0.12%
7,859
190
$1.48M 0.12%
6,141
191
$1.48M 0.12%
23,788
192
$1.46M 0.12%
29,255
193
$1.45M 0.12%
+7,949
194
$1.45M 0.12%
22,296
-23,170
195
$1.43M 0.12%
3,420
196
$1.41M 0.11%
14,451
+403
197
$1.4M 0.11%
983
+140
198
$1.39M 0.11%
11,463
+3,567
199
$1.35M 0.11%
17,164
200
$1.35M 0.11%
58,469
6 7
8
9 10