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
$967M
AUM Growth
+$886M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$57.6M
2
+$51.9M
3
+$44.1M
4
AMZN icon
Amazon
AMZN
+$32.4M
5
META icon
Meta Platforms (Facebook)
META
+$21.8M

Top Sells

1
+$326K
2
+$242K
3
+$160K
4
WBA
Walgreens Boots Alliance
WBA
+$157K
5
KSS icon
Kohl's
KSS
+$128K

Sector Composition

1 Technology 32.25%
2 Healthcare 12.51%
3 Financials 11.5%
4 Consumer Discretionary 10.59%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$63.5M 6.56%
150,863
+136,991
2
$57.3M 5.93%
334,238
+302,653
3
$49.4M 5.11%
547,260
+487,940
4
$35.7M 3.69%
197,666
+179,487
5
$23.6M 2.44%
48,576
+44,939
6
$19M 1.96%
125,569
+116,205
7
$17.3M 1.78%
113,380
+98,423
8
$14.3M 1.48%
107,740
+93,570
9
$11.5M 1.19%
41,269
+36,483
10
$11.3M 1.17%
14,540
+13,539
11
$10.7M 1.11%
53,383
+49,313
12
$10.1M 1.04%
55,439
+47,466
13
$9.88M 1.02%
56,177
+51,822
14
$9.73M 1.01%
19,676
+17,373
15
$9.6M 0.99%
59,153
+55,533
16
$9.22M 0.95%
12,581
+11,722
17
$8.97M 0.93%
146,567
+135,798
18
$8.7M 0.9%
18,069
+16,810
19
$8.41M 0.87%
48,032
+42,211
20
$8.34M 0.86%
52,708
+47,796
21
$8.17M 0.84%
27,135
+23,645
22
$8.05M 0.83%
39,022
+35,997
23
$7.9M 0.82%
20,582
+19,281
24
$6.65M 0.69%
57,174
+54,804
25
$6.53M 0.68%
41,414
+40,162
1
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