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
$1.36B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.26M
3
+$4.31M
4
AMZN icon
Amazon
AMZN
+$3.77M
5
GEV icon
GE Vernova
GEV
+$3.45M

Top Sells

1
+$3.37M
2
+$3.31M
3
+$3.29M
4
TRI icon
Thomson Reuters
TRI
+$1.97M
5
BEPC icon
Brookfield Renewable
BEPC
+$1.85M

Sector Composition

1 Technology 34.85%
2 Financials 13.35%
3 Healthcare 10.85%
4 Consumer Discretionary 10.55%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$95.9M 7.05%
381,377
+25,617
2
$86.8M 6.38%
644,183
+39,053
3
$73.2M 5.38%
172,984
+10,185
4
$51.1M 3.76%
232,038
+17,126
5
$32.3M 2.37%
54,895
+3,199
6
$26.8M 1.97%
141,088
+8,269
7
$25.6M 1.88%
63,187
+877
8
$25.2M 1.85%
108,435
-2,268
9
$24.4M 1.79%
127,636
+2,046
10
$14.1M 1.04%
58,607
+2,123
11
$13.9M 1.02%
43,923
+1,058
12
$13.4M 0.99%
17,315
+511
13
$12M 0.88%
13,016
-86
14
$11.7M 0.86%
65,465
+4,901
15
$11.6M 0.85%
22,812
-454
16
$10.8M 0.79%
20,368
+1,242
17
$10.6M 0.78%
63,241
+1,295
18
$10.3M 0.76%
30,726
+862
19
$10.2M 0.75%
162,869
+6,173
20
$10.2M 0.75%
11,351
+473
21
$9.77M 0.72%
25,037
+2,027
22
$9.27M 0.68%
63,834
+3,437
23
$9.03M 0.66%
99,633
+2,304
24
$8.51M 0.63%
28,974
+1,979
25
$8.49M 0.62%
78,669
+3,245
1
2 3 4 5