PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.55%
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
+$3.27M
2
+$2.86M
3
+$1.98M
4
EXPE icon
Expedia Group
EXPE
+$1.77M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.37M

Top Sells

1
+$9.43M
2
+$9.16M
3
+$7.23M
4
MSFT icon
Microsoft
MSFT
+$6.36M
5
AVGO icon
Broadcom
AVGO
+$5.84M

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
201
$1.33M 0.11%
7,940
-9
202
$1.31M 0.11%
1,100
+5
203
$1.31M 0.11%
7,880
-208
204
$1.31M 0.11%
3,087
+835
205
$1.31M 0.11%
11,787
+80
206
$1.3M 0.11%
13,485
207
$1.3M 0.11%
13,009
+48
208
$1.28M 0.11%
6,182
-5,838
209
$1.28M 0.11%
20,917
-1,089
210
$1.28M 0.11%
49,999
+45,126
211
$1.27M 0.11%
22,848
+71
212
$1.27M 0.11%
4,659
-888
213
$1.27M 0.11%
24,997
-508
214
$1.27M 0.11%
2,001
-717
215
$1.25M 0.11%
8,419
-450
216
$1.25M 0.11%
12,809
-1,165
217
$1.24M 0.1%
13,387
-1,356
218
$1.24M 0.1%
321
219
$1.21M 0.1%
9,192
+2,141
220
$1.21M 0.1%
52,596
-3,544
221
$1.19M 0.1%
6,835
+3,722
222
$1.19M 0.1%
3,481
-2,179
223
$1.19M 0.1%
42,082
+29,561
224
$1.18M 0.1%
6,479
-730
225
$1.15M 0.1%
9,554
7 8
9
10 11