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
$1.49B
AUM Growth
-$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$2.71M
3
+$2.44M
4
GEV icon
GE Vernova
GEV
+$2.16M
5
F icon
Ford
F
+$2.14M

Top Sells

1
+$3.49M
2
+$1.93M
3
+$1.89M
4
PFE icon
Pfizer
PFE
+$1.82M
5
TRI icon
Thomson Reuters
TRI
+$1.61M

Sector Composition

1 Technology 34.04%
2 Financials 13.47%
3 Healthcare 11.21%
4 Communication Services 10.38%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STN icon
201
Stantec
STN
$8.43B
$1.57M 0.11%
18,248
AON icon
202
Aon
AON
$70.2B
$1.56M 0.1%
4,832
+135
VRSK icon
203
Verisk Analytics
VRSK
$23.8B
$1.56M 0.1%
8,192
-626
OTIS icon
204
Otis Worldwide
OTIS
$27B
$1.52M 0.1%
19,718
+685
GRMN icon
205
Garmin
GRMN
$45.6B
$1.52M 0.1%
6,544
+2,276
URI icon
206
United Rentals
URI
$66.9B
$1.5M 0.1%
2,053
+65
INCY icon
207
Incyte
INCY
$20.5B
$1.49M 0.1%
15,852
+3,272
IQV icon
208
IQVIA
IQV
$30.6B
$1.49M 0.1%
8,742
-1,408
TROW icon
209
T. Rowe Price
TROW
$22.7B
$1.48M 0.1%
16,450
PSA icon
210
Public Storage
PSA
$54.4B
$1.48M 0.1%
5,458
-19
MPWR icon
211
Monolithic Power Systems
MPWR
$72.8B
$1.46M 0.1%
1,337
+300
SPOT icon
212
Spotify
SPOT
$102B
$1.45M 0.1%
2,987
+8
BX icon
213
Blackstone
BX
$141B
$1.44M 0.1%
12,530
CIEN icon
214
Ciena
CIEN
$69.1B
$1.44M 0.1%
3,702
+2,436
IT icon
215
Gartner
IT
$11B
$1.43M 0.1%
9,002
FTV icon
216
Fortive
FTV
$18.7B
$1.41M 0.09%
25,545
+8,323
TRV icon
217
Travelers Companies
TRV
$64.5B
$1.41M 0.09%
4,839
AMH icon
218
American Homes 4 Rent
AMH
$12B
$1.39M 0.09%
49,658
CRWD icon
219
CrowdStrike
CRWD
$171B
$1.36M 0.09%
3,486
TPR icon
220
Tapestry
TPR
$28.3B
$1.36M 0.09%
9,609
+2,676
STZ icon
221
Constellation Brands
STZ
$24.3B
$1.35M 0.09%
9,000
-908
TDG icon
222
TransDigm Group
TDG
$69.3B
$1.35M 0.09%
1,163
ALL icon
223
Allstate
ALL
$56.9B
$1.35M 0.09%
6,499
FTNT icon
224
Fortinet
FTNT
$106B
$1.35M 0.09%
16,452
+1,051
LHX icon
225
L3Harris
LHX
$57.3B
$1.33M 0.09%
3,859
+1,053
7 8
9
10 11