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
$1.19B
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
AAPL icon
1
Apple
AAPL
$3.79T
$76.8M 6.47%
341,838
-39,539
NVDA icon
2
NVIDIA
NVDA
$4.32T
$62.4M 5.26%
569,760
-74,423
MSFT icon
3
Microsoft
MSFT
$3.85T
$59.7M 5.03%
157,386
-15,598
AMZN icon
4
Amazon
AMZN
$2.31T
$40.4M 3.4%
209,961
-22,077
META icon
5
Meta Platforms (Facebook)
META
$1.82T
$28.8M 2.43%
49,492
-5,403
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.02T
$20.1M 1.69%
128,307
-12,781
GOOG icon
7
Alphabet (Google) Class C
GOOG
$3.03T
$18.7M 1.58%
118,630
-9,006
TSLA icon
8
Tesla
TSLA
$1.43T
$15.9M 1.34%
60,586
-2,601
V icon
9
Visa
V
$671B
$14.9M 1.25%
41,954
-1,969
JPM icon
10
JPMorgan Chase
JPM
$793B
$14.2M 1.19%
57,163
-1,444
LLY icon
11
Eli Lilly
LLY
$725B
$13.7M 1.16%
16,455
-860
AVGO icon
12
Broadcom
AVGO
$1.59T
$13.7M 1.15%
80,836
-27,599
COST icon
13
Costco
COST
$420B
$11.6M 0.98%
12,161
-855
UNH icon
14
UnitedHealth
UNH
$326B
$11.4M 0.96%
21,548
-1,264
KO icon
15
Coca-Cola
KO
$306B
$11.1M 0.94%
153,875
-8,994
ABBV icon
16
AbbVie
ABBV
$405B
$11M 0.92%
51,744
-13,721
PG icon
17
Procter & Gamble
PG
$358B
$10.7M 0.9%
62,328
-913
MA icon
18
Mastercard
MA
$518B
$10.5M 0.89%
18,986
-1,382
NFLX icon
19
Netflix
NFLX
$475B
$10.4M 0.87%
11,004
-347
JNJ icon
20
Johnson & Johnson
JNJ
$464B
$10.2M 0.86%
60,688
-3,146
XOM icon
21
Exxon Mobil
XOM
$485B
$8.94M 0.75%
74,367
-4,302
WMT icon
22
Walmart
WMT
$856B
$8.62M 0.73%
97,178
-2,455
BRK.B icon
23
Berkshire Hathaway Class B
BRK.B
$1.05T
$7.95M 0.67%
14,765
-1,273
HD icon
24
Home Depot
HD
$389B
$7.93M 0.67%
21,396
-3,641
ADP icon
25
Automatic Data Processing
ADP
$116B
$7.66M 0.65%
24,817
-4,157
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