PIM

Plato Investment Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.4M
3
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$2.01M
5
CLS icon
Celestica
CLS
+$1.84M

Top Sells

1
+$2.62M
2
+$2.33M
3
+$2.3M
4
FCX icon
Freeport-McMoran
FCX
+$1.59M
5
AMAT icon
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
$109M 7.41%
590,392
+11,545
2
$90.9M 6.16%
359,781
+6,648
3
$86M 5.83%
167,329
+4,994
4
$47.9M 3.25%
219,935
+6,255
5
$37.5M 2.54%
51,425
+996
6
$35.7M 2.42%
108,962
+3,978
7
$33.5M 2.27%
139,063
+7,651
8
$29.1M 1.97%
120,309
9
$28M 1.9%
63,412
+2,316
10
$18.6M 1.26%
59,440
+886
11
$14.4M 0.98%
42,589
+257
12
$13.2M 0.9%
17,492
13
$13.2M 0.89%
110,960
+520
14
$12.8M 0.87%
69,456
+4,405
15
$12.3M 0.83%
53,479
+1,325
16
$11.8M 0.8%
20,966
+1,944
17
$11.3M 0.76%
12,287
+83
18
$10.8M 0.73%
38,683
-181
19
$10.4M 0.7%
157,754
+3,146
20
$10.3M 0.7%
100,343
21
$10.1M 0.68%
55,780
-1,011
22
$9.82M 0.67%
24,426
+2,043
23
$9.67M 0.66%
19,390
+745
24
$9.6M 0.65%
62,929
+509
25
$9.25M 0.63%
30,973
+367
1
2 3 4 5