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
$1.07B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.48M
3
+$3.22M
4
HES
Hess
HES
+$2.59M
5
MS icon
Morgan Stanley
MS
+$2.28M

Top Sells

1
+$4.31M
2
+$3.29M
3
+$3.02M
4
RS icon
Reliance Steel & Aluminium
RS
+$1.75M
5
BA icon
Boeing
BA
+$1.74M

Sector Composition

1 Technology 35.24%
2 Healthcare 12.24%
3 Financials 11.29%
4 Communication Services 9.88%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.03M 0.1%
11,021
+4,979
202
$1.02M 0.1%
16,286
-16,564
203
$1.02M 0.09%
4,246
+2,806
204
$1.02M 0.09%
13,727
+7,852
205
$1.01M 0.09%
3,146
+6
206
$1.01M 0.09%
38,310
207
$1.01M 0.09%
9,520
208
$1M 0.09%
20,093
+9,714
209
$1M 0.09%
15,531
+984
210
$987K 0.09%
2,198
211
$985K 0.09%
8,945
-389
212
$964K 0.09%
16,966
+14,137
213
$949K 0.09%
13,485
214
$941K 0.09%
1,043
215
$933K 0.09%
4,856
+491
216
$932K 0.09%
4,619
-1,441
217
$922K 0.09%
43,558
+23,091
218
$905K 0.08%
6,479
219
$903K 0.08%
4,112
220
$894K 0.08%
6,125
221
$891K 0.08%
9,959
222
$881K 0.08%
25,634
223
$869K 0.08%
4,108
224
$865K 0.08%
21,788
-29
225
$858K 0.08%
3,529
-980
7 8
9
10 11