PIM

Plato Investment Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.46M
3
+$2.42M
4
FIX icon
Comfort Systems
FIX
+$2.01M
5
LOGI icon
Logitech
LOGI
+$2M

Top Sells

1
+$2.19M
2
+$2.11M
3
+$2.02M
4
CLS icon
Celestica
CLS
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.66M

Sector Composition

1 Technology 35.58%
2 Financials 13.82%
3 Communication Services 10.83%
4 Healthcare 10.8%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TDG icon
201
TransDigm Group
TDG
$69.5B
$1.55M 0.1%
1,163
-267
RS icon
202
Reliance Steel & Aluminium
RS
$18.8B
$1.53M 0.1%
5,265
RTX icon
203
RTX Corp
RTX
$238B
$1.52M 0.1%
8,242
+1,365
KHC icon
204
Kraft Heinz
KHC
$28B
$1.51M 0.1%
62,052
DDOG icon
205
Datadog
DDOG
$67.2B
$1.5M 0.1%
10,988
+5,991
PWR icon
206
Quanta Services
PWR
$113B
$1.5M 0.1%
3,525
JCI icon
207
Johnson Controls International
JCI
$87.3B
$1.49M 0.1%
12,399
+394
MCO icon
208
Moody's
MCO
$78.4B
$1.48M 0.1%
2,892
VEEV icon
209
Veeva Systems
VEEV
$27.5B
$1.47M 0.1%
6,565
-1,793
MRVL icon
210
Marvell Technology
MRVL
$140B
$1.45M 0.09%
16,959
-6,817
HSY icon
211
Hershey
HSY
$37.8B
$1.45M 0.09%
7,913
EME icon
212
Emcor
EME
$41.9B
$1.44M 0.09%
2,344
FAST icon
213
Fastenal
FAST
$51.3B
$1.43M 0.09%
35,550
-8,197
CTSH icon
214
Cognizant
CTSH
$24.6B
$1.43M 0.09%
17,156
+65
PSA icon
215
Public Storage
PSA
$54.2B
$1.43M 0.09%
5,477
-386
TRV icon
216
Travelers Companies
TRV
$64.1B
$1.41M 0.09%
4,839
-226
SBAC icon
217
SBA Communications
SBAC
$23.2B
$1.41M 0.09%
7,256
ROK icon
218
Rockwell Automation
ROK
$51.1B
$1.39M 0.09%
3,556
XYL icon
219
Xylem
XYL
$28.2B
$1.39M 0.09%
10,122
+566
SE icon
220
Sea Limited
SE
$54.3B
$1.38M 0.09%
10,788
-122
VRT icon
221
Vertiv
VRT
$131B
$1.38M 0.09%
8,462
-363
STZ icon
222
Constellation Brands
STZ
$26.2B
$1.37M 0.09%
9,908
CMG icon
223
Chipotle Mexican Grill
CMG
$42.7B
$1.36M 0.09%
36,601
ALL icon
224
Allstate
ALL
$56.1B
$1.36M 0.09%
6,499
-183
CCJ icon
225
Cameco
CCJ
$51.7B
$1.32M 0.09%
14,316
-6,287
7 8
9
10 11