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
$1.36B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.26M
3
+$4.31M
4
AMZN icon
Amazon
AMZN
+$3.77M
5
GEV icon
GE Vernova
GEV
+$3.45M

Top Sells

1
+$3.37M
2
+$3.31M
3
+$3.29M
4
TRI icon
Thomson Reuters
TRI
+$1.97M
5
BEPC icon
Brookfield Renewable
BEPC
+$1.85M

Sector Composition

1 Technology 34.85%
2 Financials 13.35%
3 Healthcare 10.85%
4 Consumer Discretionary 10.55%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.43M 0.1%
18,658
202
$1.42M 0.1%
12,213
+2,018
203
$1.42M 0.1%
18,503
204
$1.41M 0.1%
6,681
+332
205
$1.39M 0.1%
15,243
-1,441
206
$1.39M 0.1%
22,296
207
$1.39M 0.1%
+3,085
208
$1.38M 0.1%
11,927
-1,777
209
$1.37M 0.1%
6,944
+2,836
210
$1.36M 0.1%
12,087
211
$1.35M 0.1%
15,789
-2,727
212
$1.34M 0.1%
1,095
+510
213
$1.34M 0.1%
5,491
-2,343
214
$1.34M 0.1%
7,881
215
$1.34M 0.1%
22,006
+525
216
$1.33M 0.1%
12,961
217
$1.33M 0.1%
4,806
+151
218
$1.33M 0.1%
13,974
+3,960
219
$1.32M 0.1%
4,630
+384
220
$1.32M 0.1%
14,451
221
$1.32M 0.1%
8,088
222
$1.32M 0.1%
17,323
223
$1.32M 0.1%
3,429
-449
224
$1.31M 0.1%
2,201
+2
225
$1.31M 0.1%
5,547
+845
7 8
9
10 11