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
$1.36B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.26M
3
+$4.31M
4
AMZN icon
Amazon
AMZN
+$3.77M
5
GEV icon
GE Vernova
GEV
+$3.45M

Top Sells

1
+$3.37M
2
+$3.31M
3
+$3.29M
4
TRI icon
Thomson Reuters
TRI
+$1.97M
5
BEPC icon
Brookfield Renewable
BEPC
+$1.85M

Sector Composition

1 Technology 34.85%
2 Financials 13.35%
3 Healthcare 10.85%
4 Consumer Discretionary 10.55%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.71M 0.13%
19,070
+319
177
$1.7M 0.13%
3,739
+898
178
$1.67M 0.12%
14,743
-129
179
$1.66M 0.12%
7,475
+338
180
$1.66M 0.12%
8,559
181
$1.63M 0.12%
12,395
+3,290
182
$1.63M 0.12%
955
-441
183
$1.63M 0.12%
8,623
+8,455
184
$1.61M 0.12%
21,613
+844
185
$1.59M 0.12%
+8,000
186
$1.54M 0.11%
25,505
+8,671
187
$1.52M 0.11%
7,859
188
$1.52M 0.11%
152,999
+32,863
189
$1.51M 0.11%
5,028
+258
190
$1.51M 0.11%
7,399
191
$1.51M 0.11%
8,946
+174
192
$1.49M 0.11%
10,844
-129
193
$1.49M 0.11%
3,045
+1,193
194
$1.48M 0.11%
5,843
+3,798
195
$1.48M 0.11%
1,160
+177
196
$1.46M 0.11%
+1,312
197
$1.46M 0.11%
11,707
198
$1.45M 0.11%
3,415
-5
199
$1.44M 0.11%
7,949
200
$1.43M 0.11%
7,209
+730
6 7
8
9 10