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
$1.23B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$4.59M
3
+$4.39M
4
DB icon
Deutsche Bank
DB
+$4.32M
5
MDT icon
Medtronic
MDT
+$3.42M

Top Sells

1
+$2.85M
2
+$1.51M
3
+$1.35M
4
AON icon
Aon
AON
+$1.27M
5
RS icon
Reliance Steel & Aluminium
RS
+$929K

Sector Composition

1 Technology 33.11%
2 Financials 12.87%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.34M 0.11%
20,769
-1,045
202
$1.33M 0.11%
6,349
203
$1.33M 0.11%
7,333
-1,552
204
$1.29M 0.1%
4,702
+1,173
205
$1.29M 0.1%
9,554
206
$1.28M 0.1%
17,323
207
$1.28M 0.1%
11,707
208
$1.27M 0.1%
120,136
+2,128
209
$1.26M 0.1%
10,973
+10,548
210
$1.26M 0.1%
53,803
-29,207
211
$1.26M 0.1%
10,195
212
$1.25M 0.1%
5,359
-10
213
$1.25M 0.1%
8,772
-3,656
214
$1.25M 0.1%
4,655
215
$1.24M 0.1%
+7,834
216
$1.24M 0.1%
18,516
+2,985
217
$1.24M 0.1%
12,087
-424
218
$1.23M 0.1%
9,022
-4,126
219
$1.22M 0.1%
+2,841
220
$1.2M 0.1%
29,596
+29,552
221
$1.19M 0.1%
16,479
+403
222
$1.18M 0.1%
20,647
+554
223
$1.18M 0.1%
9,520
224
$1.17M 0.09%
12,961
225
$1.15M 0.09%
9,105
-4,388
7 8
9
10 11