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
$1.19B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$2.67M
3
+$2.06M
4
EXPE icon
Expedia Group
EXPE
+$1.65M
5
TAP icon
Molson Coors Class B
TAP
+$1.38M

Top Sells

1
+$8.88M
2
+$8.3M
3
+$8.15M
4
MSFT icon
Microsoft
MSFT
+$5.92M
5
AVGO icon
Broadcom
AVGO
+$4.67M

Sector Composition

1 Technology 31.91%
2 Financials 13.41%
3 Healthcare 12.21%
4 Consumer Discretionary 9.94%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MKC icon
176
McCormick & Company Non-Voting
MKC
$18.1B
$1.55M 0.13%
18,658
VEEV icon
177
Veeva Systems
VEEV
$47.8B
$1.55M 0.13%
6,625
-56
RS icon
178
Reliance Steel & Aluminium
RS
$14.4B
$1.54M 0.13%
5,262
+4,352
MU icon
179
Micron Technology
MU
$232B
$1.53M 0.13%
17,381
-6,922
PCG icon
180
PG&E
PCG
$35.8B
$1.51M 0.13%
86,665
+63,747
CCI icon
181
Crown Castle
CCI
$42.8B
$1.48M 0.12%
14,006
-1,237
ADSK icon
182
Autodesk
ADSK
$66B
$1.47M 0.12%
5,569
-1,403
SSNC icon
183
SS&C Technologies
SSNC
$19.8B
$1.46M 0.12%
17,323
VRSK icon
184
Verisk Analytics
VRSK
$32.8B
$1.45M 0.12%
4,816
+10
IQV icon
185
IQVIA
IQV
$37.4B
$1.45M 0.12%
8,125
+1,181
SBUX icon
186
Starbucks
SBUX
$97.1B
$1.44M 0.12%
14,502
+51
KR icon
187
Kroger
KR
$45.5B
$1.41M 0.12%
20,647
PNC icon
188
PNC Financial Services
PNC
$71.4B
$1.41M 0.12%
7,934
-625
ALL icon
189
Allstate
ALL
$51.2B
$1.4M 0.12%
6,680
-1,179
WDAY icon
190
Workday
WDAY
$65B
$1.39M 0.12%
5,895
-745
STZ icon
191
Constellation Brands
STZ
$24.5B
$1.39M 0.12%
7,490
+15
TEAM icon
192
Atlassian
TEAM
$43.4B
$1.39M 0.12%
6,465
+974
CHKP icon
193
Check Point Software Technologies
CHKP
$20.8B
$1.38M 0.12%
5,989
+139
TAP icon
194
Molson Coors Class B
TAP
$9.02B
$1.38M 0.12%
+22,425
HSY icon
195
Hershey
HSY
$36.8B
$1.36M 0.11%
7,881
HCA icon
196
HCA Healthcare
HCA
$103B
$1.36M 0.11%
3,884
-1,144
TRV icon
197
Travelers Companies
TRV
$60B
$1.35M 0.11%
5,062
-297
TXT icon
198
Textron
TXT
$14.2B
$1.35M 0.11%
18,503
VICI icon
199
VICI Properties
VICI
$33.5B
$1.35M 0.11%
40,926
+5,860
TSM icon
200
TSMC
TSM
$1.51T
$1.34M 0.11%
8,000
6 7
8
9 10