PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.67M
3
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

1
+$2.68M
2
+$2.41M
3
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.7M 0.13%
7,256
+1
177
$1.69M 0.13%
16,068
+3,259
178
$1.67M 0.13%
4,706
-5
179
$1.65M 0.12%
3,089
+2
180
$1.65M 0.12%
5,265
+3
181
$1.64M 0.12%
118,430
+31,765
182
$1.63M 0.12%
9,703
+5
183
$1.61M 0.12%
37,249
+26,007
184
$1.59M 0.12%
16,655
+2
185
$1.57M 0.12%
11,797
+10
186
$1.52M 0.11%
3,002
+148
187
$1.51M 0.11%
4,877
+61
188
$1.51M 0.11%
4,704
+3,067
189
$1.51M 0.11%
14,416
+292
190
$1.5M 0.11%
2,003
+2
191
$1.49M 0.11%
20,870
+223
192
$1.48M 0.11%
3,886
+2
193
$1.48M 0.11%
18,505
+2
194
$1.47M 0.11%
7,936
+2
195
$1.46M 0.11%
6,570
+782
196
$1.45M 0.11%
13,914
+11,894
197
$1.45M 0.11%
6,838
+1,999
198
$1.45M 0.11%
2,892
+1,312
199
$1.44M 0.11%
64,638
+12,042
200
$1.42M 0.11%
5,918
+23
6 7
8
9 10