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
$1.48B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1 +$2.57M
2 +$2.23M
3 +$2.23M
4
SCHW icon
Charles Schwab
SCHW
+$2.16M
5
NVDA icon
NVIDIA
NVDA
+$2.14M

Top Sells

1 +$2.33M
2 +$2.3M
3 +$2.27M
4
AMAT icon
Applied Materials
AMAT
+$1.66M
5
FCX icon
Freeport-McMoran
FCX
+$1.43M

Sector Composition

1 Technology 36.14%
2 Financials 13.16%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EA icon
201
Electronic Arts
EA
$51B
$1.55M 0.1%
7,730
-7
KR icon
202
Kroger
KR
$40.5B
$1.54M 0.1%
23,039
+2,169
CEG icon
203
Constellation Energy
CEG
$108B
$1.54M 0.1%
4,704
EME icon
204
Emcor
EME
$31.3B
$1.51M 0.1%
2,344
ORLY icon
205
O'Reilly Automotive
ORLY
$82.8B
$1.49M 0.1%
13,939
+454
HSY icon
206
Hershey
HSY
$39.6B
$1.47M 0.1%
7,913
+30
RS icon
207
Reliance Steel & Aluminium
RS
$17.1B
$1.47M 0.1%
5,265
CRWD icon
208
CrowdStrike
CRWD
$115B
$1.46M 0.1%
3,002
EBAY icon
209
eBay
EBAY
$41.2B
$1.45M 0.1%
16,098
PWR icon
210
Quanta Services
PWR
$69.6B
$1.45M 0.1%
3,525
+126
COF icon
211
Capital One
COF
$148B
$1.44M 0.1%
6,838
BMRN icon
212
BioMarin Pharmaceuticals
BMRN
$10.9B
$1.44M 0.1%
26,817
+10,005
APO icon
213
Apollo Global Management
APO
$81.5B
$1.44M 0.1%
10,888
+5,452
TEAM icon
214
Atlassian
TEAM
$32B
$1.44M 0.1%
9,076
+673
CMG icon
215
Chipotle Mexican Grill
CMG
$53B
$1.42M 0.1%
36,601
+11,584
ALL icon
216
Allstate
ALL
$50.4B
$1.42M 0.1%
6,682
WDAY icon
217
Workday
WDAY
$48.2B
$1.41M 0.1%
5,918
TRV icon
218
Travelers Companies
TRV
$60.3B
$1.4M 0.1%
5,065
CVNA icon
219
Carvana
CVNA
$64.1B
$1.4M 0.1%
3,747
+107
XYL icon
220
Xylem
XYL
$34.1B
$1.4M 0.09%
9,556
SBAC icon
221
SBA Communications
SBAC
$19.9B
$1.39M 0.09%
7,256
MCO icon
222
Moody's
MCO
$93.5B
$1.37M 0.09%
2,892
AZO icon
223
AutoZone
AZO
$60.5B
$1.37M 0.09%
321
FTNT icon
224
Fortinet
FTNT
$56.2B
$1.34M 0.09%
16,068
NTAP icon
225
NetApp
NTAP
$19.1B
$1.34M 0.09%
11,404