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
$81.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.22M
3
+$2.94M
4
AMZN icon
Amazon
AMZN
+$2.76M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.67%
2 Healthcare 14.13%
3 Consumer Discretionary 11.28%
4 Communication Services 9.75%
5 Financials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$64.8K 0.08%
+454
202
$64.4K 0.08%
+344
203
$64.3K 0.08%
+1,737
204
$61.1K 0.07%
+716
205
$60.9K 0.07%
+289
206
$60.7K 0.07%
+432
207
$60.6K 0.07%
+379
208
$60K 0.07%
+231
209
$59.4K 0.07%
+489
210
$58.2K 0.07%
+228
211
$57.8K 0.07%
+417
212
$56.2K 0.07%
+2,609
213
$56.1K 0.07%
+3,516
214
$54.5K 0.07%
+398
215
$54K 0.07%
+479
216
$53.6K 0.07%
+3,122
217
$53.3K 0.07%
+223
218
$53.2K 0.07%
+695
219
$53K 0.07%
+695
220
$51.9K 0.06%
+700
221
$51.5K 0.06%
+458
222
$51K 0.06%
+651
223
$50.9K 0.06%
+1,167
224
$50.5K 0.06%
+841
225
$50.4K 0.06%
+795
7 8
9
10 11