PIM

Plato Investment Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 29.41%
This Quarter Est. Return
1 Year Est. Return
+29.41%
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
176
$1.55M 0.13%
18,658
177
$1.55M 0.13%
6,625
-56
178
$1.54M 0.13%
5,262
+4,352
179
$1.53M 0.13%
17,381
-6,922
180
$1.51M 0.13%
86,665
+63,747
181
$1.48M 0.12%
14,006
-1,237
182
$1.47M 0.12%
5,569
-1,403
183
$1.46M 0.12%
17,323
184
$1.45M 0.12%
4,816
+10
185
$1.45M 0.12%
8,125
+1,181
186
$1.44M 0.12%
14,502
+51
187
$1.41M 0.12%
20,647
188
$1.41M 0.12%
7,934
-625
189
$1.4M 0.12%
6,680
-1,179
190
$1.39M 0.12%
5,895
-745
191
$1.39M 0.12%
7,490
+15
192
$1.39M 0.12%
6,465
+974
193
$1.38M 0.12%
5,989
+139
194
$1.38M 0.12%
+22,425
195
$1.36M 0.11%
7,881
196
$1.36M 0.11%
3,884
-1,144
197
$1.35M 0.11%
5,062
-297
198
$1.35M 0.11%
18,503
199
$1.35M 0.11%
40,926
+5,860
200
$1.34M 0.11%
8,000
6 7
8
9 10