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
$1.33B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.67M
3
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

1
+$2.68M
2
+$2.41M
3
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.41M 0.11%
8,437
+3,197
202
$1.41M 0.11%
18,661
+3
203
$1.4M 0.11%
25,017
+20
204
$1.39M 0.1%
6,282
+100
205
$1.38M 0.1%
6,355
+3,299
206
$1.37M 0.1%
4,822
+744
207
$1.37M 0.1%
42,976
+25,716
208
$1.35M 0.1%
5,065
+3
209
$1.35M 0.1%
18,201
210
$1.34M 0.1%
6,682
+2
211
$1.34M 0.1%
4,113
-546
212
$1.33M 0.1%
40,984
+58
213
$1.33M 0.1%
32,391
-233
214
$1.32M 0.1%
14,510
+8
215
$1.3M 0.1%
7,883
+2
216
$1.29M 0.1%
13,393
+6
217
$1.28M 0.1%
3,399
-6
218
$1.27M 0.1%
16,327
+6,334
219
$1.26M 0.1%
12,005
+5
220
$1.25M 0.09%
10,102
+2
221
$1.25M 0.09%
2,344
-497
222
$1.25M 0.09%
14,320
+3
223
$1.24M 0.09%
1,702
-2,030
224
$1.23M 0.09%
9,556
+2
225
$1.23M 0.09%
7,737
+7,069
7 8
9
10 11