PIM

Plato Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 26.16%
This Quarter Est. Return
1 Year Est. Return
+26.16%
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
+$6.63M
2
+$2.99M
3
+$2.45M
4
AAPL icon
Apple
AAPL
+$2.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.88M

Top Sells

1
+$2.68M
2
+$2.57M
3
+$2.3M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
NTRS icon
Northern Trust
NTRS
+$1.64M

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
CAH icon
201
Cardinal Health
CAH
$37.9B
$1.41M 0.11%
8,437
+3,197
MKC icon
202
McCormick & Company Non-Voting
MKC
$18.4B
$1.41M 0.11%
18,661
+3
CMG icon
203
Chipotle Mexican Grill
CMG
$55.8B
$1.4M 0.11%
25,017
+20
CTAS icon
204
Cintas
CTAS
$77.8B
$1.39M 0.1%
6,282
+100
JBL icon
205
Jabil
JBL
$21.2B
$1.38M 0.1%
6,355
+3,299
FLUT icon
206
Flutter Entertainment
FLUT
$44.3B
$1.37M 0.1%
4,822
+744
MFC icon
207
Manulife Financial
MFC
$53.9B
$1.37M 0.1%
42,976
+25,716
TRV icon
208
Travelers Companies
TRV
$59.9B
$1.35M 0.1%
5,065
+3
CCJ icon
209
Cameco
CCJ
$36.4B
$1.35M 0.1%
18,201
ALL icon
210
Allstate
ALL
$51.3B
$1.34M 0.1%
6,682
+2
ALNY icon
211
Alnylam Pharmaceuticals
ALNY
$60.9B
$1.34M 0.1%
4,113
-546
VICI icon
212
VICI Properties
VICI
$33.3B
$1.33M 0.1%
40,984
+58
BN icon
213
Brookfield
BN
$101B
$1.33M 0.1%
21,594
-155
SBUX icon
214
Starbucks
SBUX
$97.2B
$1.32M 0.1%
14,510
+8
HSY icon
215
Hershey
HSY
$37.3B
$1.3M 0.1%
7,883
+2
TROW icon
216
T. Rowe Price
TROW
$22.6B
$1.29M 0.1%
13,393
+6
PWR icon
217
Quanta Services
PWR
$61.4B
$1.28M 0.1%
3,399
-6
ZM icon
218
Zoom
ZM
$24.5B
$1.27M 0.1%
16,327
+6,334
JCI icon
219
Johnson Controls International
JCI
$71B
$1.26M 0.1%
12,005
+5
TWLO icon
220
Twilio
TWLO
$16.8B
$1.25M 0.09%
10,102
+2
EME icon
221
Emcor
EME
$29.7B
$1.25M 0.09%
2,344
-497
DXCM icon
222
DexCom
DXCM
$27.7B
$1.25M 0.09%
14,320
+3
MPWR icon
223
Monolithic Power Systems
MPWR
$48B
$1.24M 0.09%
1,702
-2,030
XYL icon
224
Xylem
XYL
$35.5B
$1.23M 0.09%
9,556
+2
EA icon
225
Electronic Arts
EA
$50.1B
$1.23M 0.09%
7,737
+7,069
7 8
9
10 11