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
$81.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.22M
3
+$2.94M
4
AMZN icon
Amazon
AMZN
+$2.76M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.67%
2 Healthcare 14.13%
3 Consumer Discretionary 11.28%
4 Communication Services 9.75%
5 Financials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.08M 7.46%
+31,585
2
$5.22M 6.4%
+13,872
3
$2.94M 3.6%
+59,320
4
$2.76M 3.39%
+18,179
5
$2.11M 2.58%
+14,957
6
$1.58M 1.94%
+14,170
7
$1.31M 1.6%
+9,364
8
$1.29M 1.58%
+3,637
9
$1.25M 1.53%
+4,786
10
$1.24M 1.52%
+7,973
11
$1.21M 1.49%
+2,303
12
$1.08M 1.33%
+4,355
13
$989K 1.21%
+5,821
14
$934K 1.15%
+3,243
15
$918K 1.13%
+3,490
16
$890K 1.09%
+1,491
17
$838K 1.03%
+15,939
18
$829K 1.02%
+2,805
19
$814K 1%
+1,400
20
$770K 0.94%
+4,912
21
$722K 0.89%
+6,622
22
$692K 0.85%
+4,070
23
$680K 0.83%
+2,919
24
$662K 0.81%
+8,169
25
$649K 0.8%
+183
1
2 3 4 5