PIM

Plato Investment Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 29.41%
This Quarter Est. Return
1 Year Est. Return
+29.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$2.67M
3
+$2.06M
4
EXPE icon
Expedia Group
EXPE
+$1.65M
5
TAP icon
Molson Coors Class B
TAP
+$1.38M

Top Sells

1
+$8.88M
2
+$8.3M
3
+$8.15M
4
MSFT icon
Microsoft
MSFT
+$5.92M
5
AVGO icon
Broadcom
AVGO
+$4.67M

Sector Composition

1 Technology 31.91%
2 Financials 13.41%
3 Healthcare 12.21%
4 Consumer Discretionary 9.94%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76.8M 6.47%
341,838
-39,539
2
$62.4M 5.26%
569,760
-74,423
3
$59.7M 5.03%
157,386
-15,598
4
$40.4M 3.4%
209,961
-22,077
5
$28.8M 2.43%
49,492
-5,403
6
$20.1M 1.69%
128,307
-12,781
7
$18.7M 1.58%
118,630
-9,006
8
$15.9M 1.34%
60,586
-2,601
9
$14.9M 1.25%
41,954
-1,969
10
$14.2M 1.19%
57,163
-1,444
11
$13.7M 1.16%
16,455
-860
12
$13.7M 1.15%
80,836
-27,599
13
$11.6M 0.98%
12,161
-855
14
$11.4M 0.96%
21,548
-1,264
15
$11.1M 0.94%
153,875
-8,994
16
$11M 0.92%
51,744
-13,721
17
$10.7M 0.9%
62,328
-913
18
$10.5M 0.89%
18,986
-1,382
19
$10.4M 0.87%
110,040
-3,470
20
$10.2M 0.86%
60,688
-3,146
21
$8.94M 0.75%
74,367
-4,302
22
$8.62M 0.73%
97,178
-2,455
23
$7.95M 0.67%
14,765
-1,273
24
$7.93M 0.67%
21,396
-3,641
25
$7.66M 0.65%
24,817
-4,157
1
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