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
$1.23B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$4.59M
3
+$4.39M
4
DB icon
Deutsche Bank
DB
+$4.32M
5
MDT icon
Medtronic
MDT
+$3.42M

Top Sells

1
+$2.85M
2
+$1.51M
3
+$1.35M
4
AON icon
Aon
AON
+$1.27M
5
RS icon
Reliance Steel & Aluminium
RS
+$929K

Sector Composition

1 Technology 33.11%
2 Financials 12.87%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$82.8M 6.72%
355,760
+6,237
2
$73.4M 5.96%
605,130
+8,497
3
$70M 5.68%
162,799
+4,161
4
$40M 3.25%
214,912
+5,503
5
$29.6M 2.4%
51,696
+1,038
6
$22M 1.79%
132,819
+1,840
7
$21M 1.7%
125,590
+1,314
8
$19.1M 1.55%
110,703
-2,097
9
$16.3M 1.32%
62,310
+4,181
10
$14.9M 1.21%
16,804
+1,481
11
$13.6M 1.1%
23,266
+1,070
12
$11.9M 0.97%
60,564
+930
13
$11.9M 0.97%
56,484
+325
14
$11.8M 0.96%
42,865
15
$11.6M 0.94%
13,102
-15
16
$11.2M 0.91%
156,696
+1,787
17
$10.7M 0.87%
61,946
+784
18
$9.78M 0.79%
60,397
+214
19
$9.43M 0.77%
19,126
+103
20
$9.31M 0.76%
23,010
21
$9.12M 0.74%
53,713
+463
22
$8.83M 0.72%
75,424
+1,368
23
$8.38M 0.68%
41,517
+647
24
$8.17M 0.66%
29,864
+684
25
$7.85M 0.64%
97,329
+397
1
2 3 4 5