PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.67M
3
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

1
+$2.68M
2
+$2.41M
3
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$91.1M 6.85%
578,847
+9,087
2
$80.5M 6.05%
162,335
+4,949
3
$72.2M 5.43%
353,133
+11,295
4
$46.7M 3.51%
213,680
+3,719
5
$37.1M 2.79%
50,429
+937
6
$28.8M 2.17%
104,984
+24,148
7
$23.1M 1.73%
131,412
+3,105
8
$21.3M 1.6%
120,309
+1,679
9
$19.3M 1.45%
61,096
+510
10
$16.9M 1.27%
58,554
+1,391
11
$15M 1.13%
42,332
+378
12
$14.7M 1.11%
110,440
+400
13
$13.6M 1.02%
17,492
+1,037
14
$12M 0.9%
12,204
+43
15
$10.9M 0.82%
154,608
+733
16
$10.7M 0.8%
19,022
+36
17
$9.91M 0.74%
62,420
+92
18
$9.9M 0.74%
65,051
+4,363
19
$9.78M 0.73%
100,343
+3,165
20
$9.65M 0.73%
52,154
+410
21
$9.02M 0.68%
18,645
+3,880
22
$8.81M 0.66%
32,416
+5,583
23
$8.47M 0.64%
38,864
+3,727
24
$8.38M 0.63%
1,452
+11
25
$8.37M 0.63%
177,604
+23,018
1
2 3 4 5