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
$1.07B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.48M
3
+$3.22M
4
HES
Hess
HES
+$2.59M
5
MS icon
Morgan Stanley
MS
+$2.28M

Top Sells

1
+$4.31M
2
+$3.29M
3
+$3.02M
4
RS icon
Reliance Steel & Aluminium
RS
+$1.75M
5
BA icon
Boeing
BA
+$1.74M

Sector Composition

1 Technology 35.24%
2 Healthcare 12.24%
3 Financials 11.29%
4 Communication Services 9.88%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$73.7M 6.87%
596,633
+49,373
2
$73.6M 6.86%
349,523
+15,285
3
$70.9M 6.61%
158,638
+7,775
4
$40.5M 3.77%
209,409
+11,743
5
$25.5M 2.38%
50,658
+2,082
6
$23.9M 2.22%
130,979
+5,410
7
$22.8M 2.12%
124,276
+10,896
8
$18.1M 1.69%
112,800
+5,060
9
$13.9M 1.29%
15,323
+783
10
$11.5M 1.07%
58,129
+1,952
11
$11.4M 1.06%
56,159
+2,776
12
$11.3M 1.05%
22,196
+2,520
13
$11.3M 1.05%
42,865
+1,596
14
$11.1M 1.04%
13,117
+536
15
$10.2M 0.95%
59,634
+4,195
16
$10.1M 0.94%
61,162
+2,009
17
$9.86M 0.92%
154,909
+8,342
18
$9.64M 0.9%
40,870
+1,848
19
$8.8M 0.82%
60,183
+7,475
20
$8.78M 0.82%
53,250
+5,218
21
$8.53M 0.79%
74,056
+16,882
22
$8.39M 0.78%
19,023
+954
23
$7.92M 0.74%
23,010
+2,428
24
$7.5M 0.7%
29,180
+2,045
25
$7.23M 0.67%
13,023
+2,355
1
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