PIM
Plato Investment Management Portfolio holdings
AUM
$1.53B
1-Year Est. Return
28.55%
This Fund
S&P 500
1 Year Est. Return
+28.55%
AUM
$1.48B
AUM Growth
+$146M
(+11%)
Holding
546
Top Buys
| 1 | +$2.55M | |
| 2 | +$2.4M | |
| 3 | +$2.16M | |
| 4 |
NVIDIA
NVDA
|
+$2.01M |
| 5 |
Celestica
CLS
|
+$1.84M |
Top Sells
| 1 | +$2.62M | |
| 2 | +$2.33M | |
| 3 | +$2.3M | |
| 4 |
Freeport-McMoran
FCX
|
+$1.59M |
| 5 |
Applied Materials
AMAT
|
+$1.48M |
Sector Composition
| 1 | Technology | 36.11% |
| 2 | Financials | 13.19% |
| 3 | Communication Services | 10.69% |
| 4 | Consumer Discretionary | 10.29% |
| 5 | Healthcare | 10.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$4.07T
| $109M | 7.41% |
590,392
+11,545
|
|
||
2
Apple
AAPL
$3.65T
| $90.9M | 6.16% |
359,781
+6,648
|
|
||
3
Microsoft
MSFT
$2.65T
| $86M | 5.83% |
167,329
+4,994
|
|
||
4
Amazon
AMZN
$2.14T
| $47.9M | 3.25% |
219,935
+6,255
|
|
||
5
Meta Platforms (Facebook)
META
$1.33T
| $37.5M | 2.54% |
51,425
+996
|
|
||
6
Broadcom
AVGO
$1.42T
| $35.7M | 2.42% |
108,962
+3,978
|
|
||
7
Alphabet (Google) Class A
GOOGL
$3.32T
| $33.5M | 2.27% |
139,063
+7,651
|
|
||
|
8
Alphabet (Google) Class C
GOOG
$3.31T
| $29.1M | 1.97% |
120,309
|
|
||
9
Tesla
TSLA
$1.36T
| $28M | 1.9% |
63,412
+2,316
|
|
||
10
JPMorgan Chase
JPM
$763B
| $18.6M | 1.26% |
59,440
+886
|
|
||
11
Visa
V
$568B
| $14.4M | 0.98% |
42,589
+257
|
|
||
12
Eli Lilly
LLY
$785B
| $13.2M | 0.9% |
17,492
|
|
||
13
Netflix
NFLX
$394B
| $13.2M | 0.89% |
110,960
+520
|
|
||
14
Johnson & Johnson
JNJ
$579B
| $12.8M | 0.87% |
69,456
+4,405
|
|
||
15
AbbVie
ABBV
$370B
| $12.3M | 0.83% |
53,479
+1,325
|
|
||
16
Mastercard
MA
$432B
| $11.8M | 0.8% |
20,966
+1,944
|
|
||
17
Costco
COST
$436B
| $11.3M | 0.76% |
12,287
+83
|
|
||
18
Oracle
ORCL
$402B
| $10.8M | 0.73% |
38,683
-181
|
|
||
19
Coca-Cola
KO
$326B
| $10.4M | 0.7% |
157,754
+3,146
|
|
||
20
Walmart Inc
WMT
$980B
| $10.3M | 0.7% |
100,343
|
|
||
21
Palantir
PLTR
$342B
| $10.1M | 0.68% |
55,780
-1,011
|
|
||
22
Home Depot
HD
$320B
| $9.82M | 0.67% |
24,426
+2,043
|
|
||
23
Berkshire Hathaway Class B
BRK.B
$1.01T
| $9.67M | 0.66% |
19,390
+745
|
|
||
24
Procter & Gamble
PG
$332B
| $9.6M | 0.65% |
62,929
+509
|
|
||
25
GE Aerospace
GE
$295B
| $9.25M | 0.63% |
30,973
+367
|
|