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
$1.19B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1 +$3.85M
2 +$2.67M
3 +$2.06M
4
EXPE icon
Expedia Group
EXPE
+$1.65M
5
TAP icon
Molson Coors Class B
TAP
+$1.38M

Top Sells

1 +$8.88M
2 +$8.3M
3 +$8.15M
4
MSFT icon
Microsoft
MSFT
+$5.92M
5
AVGO icon
Broadcom
AVGO
+$4.67M

Sector Composition

1 Technology 31.91%
2 Financials 13.41%
3 Healthcare 12.21%
4 Consumer Discretionary 9.94%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FSV icon
201
FirstService
FSV
$7.9B
$1.33M 0.11%
7,940
-9
MTD icon
202
Mettler-Toledo International
MTD
$28.9B
$1.31M 0.11%
1,100
+5
ZTS icon
203
Zoetis
ZTS
$64.6B
$1.31M 0.11%
7,880
-208
IDXX icon
204
Idexx Laboratories
IDXX
$50.5B
$1.31M 0.11%
3,087
+835
EMR icon
205
Emerson Electric
EMR
$73.9B
$1.31M 0.11%
11,787
+80
ORLY icon
206
O'Reilly Automotive
ORLY
$81B
$1.3M 0.11%
13,485
NTRS icon
207
Northern Trust
NTRS
$23.9B
$1.3M 0.11%
13,009
+48
CTAS icon
208
Cintas
CTAS
$77.7B
$1.28M 0.11%
6,182
-5,838
CNC icon
209
Centene
CNC
$16.4B
$1.28M 0.11%
20,917
-1,089
OTEX icon
210
Open Text
OTEX
$9.93B
$1.28M 0.11%
49,999
+45,126
FTV icon
211
Fortive
FTV
$16.7B
$1.27M 0.11%
17,218
+54
ALNY icon
212
Alnylam Pharmaceuticals
ALNY
$60.4B
$1.27M 0.11%
4,659
-888
CMG icon
213
Chipotle Mexican Grill
CMG
$55.8B
$1.27M 0.11%
24,997
-508
URI icon
214
United Rentals
URI
$60.2B
$1.27M 0.11%
2,001
-717
MMM icon
215
3M
MMM
$90.4B
$1.25M 0.11%
8,419
-450
FTNT icon
216
Fortinet
FTNT
$65B
$1.25M 0.11%
12,809
-1,165
TROW icon
217
T. Rowe Price
TROW
$22.5B
$1.24M 0.1%
13,387
-1,356
AZO icon
218
AutoZone
AZO
$63.6B
$1.24M 0.1%
321
SE icon
219
Sea Limited
SE
$92.9B
$1.21M 0.1%
9,192
+2,141
INTC icon
220
Intel
INTC
$177B
$1.21M 0.1%
52,596
-3,544
COIN icon
221
Coinbase
COIN
$82.5B
$1.19M 0.1%
6,835
+3,722
WTW icon
222
Willis Towers Watson
WTW
$32.5B
$1.19M 0.1%
3,481
-2,179
BEPC icon
223
Brookfield Renewable
BEPC
$7B
$1.19M 0.1%
42,082
+29,561
GDDY icon
224
GoDaddy
GDDY
$18.2B
$1.18M 0.1%
6,479
-730
XYL icon
225
Xylem
XYL
$35.7B
$1.15M 0.1%
9,554