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
$967M
AUM Growth
+$886M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$57.6M
2
+$51.9M
3
+$44.1M
4
AMZN icon
Amazon
AMZN
+$32.4M
5
META icon
Meta Platforms (Facebook)
META
+$21.8M

Top Sells

1
+$326K
2
+$242K
3
+$160K
4
WBA
Walgreens Boots Alliance
WBA
+$157K
5
KSS icon
Kohl's
KSS
+$128K

Sector Composition

1 Technology 32.25%
2 Healthcare 12.51%
3 Financials 11.5%
4 Consumer Discretionary 10.59%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.05M 0.11%
3,140
+2,730
202
$1.05M 0.11%
4,434
+4,211
203
$1.04M 0.11%
+15,199
204
$1.04M 0.11%
4,108
+4,076
205
$1.04M 0.11%
6,060
+5,698
206
$1.02M 0.11%
+2,093
207
$1.01M 0.1%
13,485
+12,690
208
$1.01M 0.1%
9,650
+9,499
209
$1M 0.1%
6,830
+6,812
210
$998K 0.1%
4,787
+3,096
211
$992K 0.1%
9,520
+9,333
212
$975K 0.1%
21,817
+20,807
213
$958K 0.1%
28,821
+25,752
214
$932K 0.1%
757
+756
215
$924K 0.1%
4,112
+3,980
216
$906K 0.09%
39,978
+37,062
217
$904K 0.09%
9,959
+9,903
218
$863K 0.09%
+13,036
219
$860K 0.09%
+3,744
220
$845K 0.09%
5,175
+4,654
221
$841K 0.09%
3,085
+2,946
222
$841K 0.09%
4,365
+4,023
223
$830K 0.09%
2,939
+2,708
224
$822K 0.09%
5,519
+5,381
225
$815K 0.08%
1,509
+1,424
7 8
9
10 11