PIM

Plato Investment Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.46M
3
+$2.42M
4
FIX icon
Comfort Systems
FIX
+$2.01M
5
LOGI icon
Logitech
LOGI
+$2M

Top Sells

1
+$2.19M
2
+$2.11M
3
+$2.02M
4
CLS icon
Celestica
CLS
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.66M

Sector Composition

1 Technology 35.58%
2 Financials 13.82%
3 Communication Services 10.83%
4 Healthcare 10.8%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PCG icon
176
PG&E
PCG
$35.7B
$1.88M 0.12%
116,547
-6,979
RPM icon
177
RPM International
RPM
$13.1B
$1.88M 0.12%
18,004
MTD icon
178
Mettler-Toledo International
MTD
$26.9B
$1.88M 0.12%
1,341
-183
EMR icon
179
Emerson Electric
EMR
$82.9B
$1.87M 0.12%
14,053
TGT icon
180
Target
TGT
$57.2B
$1.87M 0.12%
19,009
TEAM icon
181
Atlassian
TEAM
$23.4B
$1.85M 0.12%
11,333
+2,257
HCA icon
182
HCA Healthcare
HCA
$95.3B
$1.83M 0.12%
3,908
+22
GIS icon
183
General Mills
GIS
$19.1B
$1.78M 0.12%
38,107
SPOT icon
184
Spotify
SPOT
$87.9B
$1.74M 0.11%
2,979
-115
STN icon
185
Stantec
STN
$10.5B
$1.73M 0.11%
18,248
TROW icon
186
T. Rowe Price
TROW
$22.7B
$1.69M 0.11%
16,450
-1,739
ZM icon
187
Zoom
ZM
$31.9B
$1.69M 0.11%
19,472
MTB icon
188
M&T Bank
MTB
$31.8B
$1.68M 0.11%
8,322
+71
CEG icon
189
Constellation Energy
CEG
$113B
$1.67M 0.11%
4,715
+11
OTIS icon
190
Otis Worldwide
OTIS
$29.4B
$1.67M 0.11%
19,033
AON icon
191
Aon
AON
$67B
$1.67M 0.11%
4,697
CAH icon
192
Cardinal Health
CAH
$44.8B
$1.65M 0.11%
8,001
-436
CRWD icon
193
CrowdStrike
CRWD
$129B
$1.64M 0.11%
3,486
+484
DASH icon
194
DoorDash
DASH
$74.7B
$1.63M 0.11%
7,161
-2,342
TXT icon
195
Textron
TXT
$16.2B
$1.62M 0.11%
18,505
URI icon
196
United Rentals
URI
$60.4B
$1.62M 0.11%
1,988
-10
BCE icon
197
BCE
BCE
$22.6B
$1.62M 0.11%
+67,350
AMH icon
198
American Homes 4 Rent
AMH
$11.8B
$1.6M 0.1%
49,658
DHI icon
199
D.R. Horton
DHI
$42.3B
$1.6M 0.1%
11,021
+4,975
APO icon
200
Apollo Global Management
APO
$74.7B
$1.59M 0.1%
10,920
+32
6 7
8
9 10