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PIM
Plato Investment Management Portfolio holdings
AUM
$1.75B
1-Year Est. Return
41.21%
This Fund
S&P 500
This Quarter
Est. Return
+13.57%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$81.6M
AUM Growth
–
Cap. Flow
+$75.9M
Cap. Flow
% of AUM
93.07%
Top 10 Holdings %
Top 10 Hldgs %
31.59%
Holding
455
New
455
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$5.83M |
| 2 |
Microsoft
MSFT
|
+$4.94M |
| 3 |
NVIDIA
NVDA
|
+$2.75M |
| 4 |
Amazon
AMZN
|
+$2.55M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$2.03M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.65% |
| 2 | Healthcare | 14.13% |
| 3 | Consumer Discretionary | 11.28% |
| 4 | Communication Services | 9.75% |
| 5 | Financials | 9.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
CDW
CDW
$16.9B
| $50K | 0.06% |
+220
| New | +$46.6K |
|
|
BLD
227
DELISTED
TopBuild
BLD
| $49.8K | 0.06% |
+133
| New | +$38.1K |
|
228
DoorDash
DASH
$91.9B
| $47.4K | 0.06% |
+479
| New | +$42.4K |
|
229
Fastenal
FAST
$60.1B
| $47.2K | 0.06% |
+1,458
| New | +$43.9K |
|
230
Zions Bancorporation
ZION
$10.4B
| $47.2K | 0.06% |
+1,076
| New | +$38.9K |
|
231
Idexx Laboratories
IDXX
$46.2B
| $47.2K | 0.06% |
+85
| New | +$39.9K |
|
232
Cloudflare
NET
$109B
| $46.8K | 0.06% |
+562
| New | +$39.3K |
|
233
Enphase Energy
ENPH
$5.59B
| $44.5K | 0.05% |
+337
| New | +$35.7K |
|
234
Designer Brands
DBI
$321M
| $44.5K | 0.05% |
+5,029
| New | +$52.9K |
|
235
Equinix
EQIX
$102B
| $44.3K | 0.05% |
+55
| New | +$42.2K |
|
236
AutoZone
AZO
$49.7B
| $44K | 0.05% |
+17
| New | +$44.1K |
|
237
Medpace
MEDP
$16.9B
| $43.8K | 0.05% |
+143
| New | +$38.6K |
|
238
Diamondback Energy
FANG
$56.5B
| $43.7K | 0.05% |
+282
| New | +$44.2K |
|
|
RDFN
239
DELISTED
Redfin
RDFN
| $43.7K | 0.05% |
+4,237
| New | +$29.5K |
|
240
US Bancorp
USB
$100B
| $43.7K | 0.05% |
+1,010
| New | +$36.9K |
|
241
State Street
STT
$51.4B
| $43.3K | 0.05% |
+559
| New | +$39K |
|
242
Domino's
DPZ
$11.8B
| $42.9K | 0.05% |
+104
| New | +$39K |
|
243
Boise Cascade
BCC
$2.98B
| $42.3K | 0.05% |
+327
| New | +$35.1K |
|
244
Roku
ROKU
$22.4B
| $42K | 0.05% |
+458
| New | +$38.3K |
|
245
Zillow
Z
$7.68B
| $41.7K | 0.05% |
+720
| New | +$31.7K |
|
|
SFIX
246
Stitch Fix
SFIX
$499M
| $41.6K | 0.05% |
+11,652
| New | +$41.1K |
|
247
Nutanix
NTNX
$17.4B
| $41.5K | 0.05% |
+870
| New | +$35.2K |
|
248
CoStar Group
CSGP
$12.6B
| $40.8K | 0.05% |
+467
| New | +$37.8K |
|
|
BECN
249
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $40.2K | 0.05% |
+462
| New | +$36.2K |
|
250
First Citizens BancShares
FCNCA
$25.4B
| $39.7K | 0.05% |
+28
| New | +$39.3K |
|
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PAIM
Plato Investment Management's Q4 2023 Portfolio in Review
Q4 2023 is the first quarter with a 13F filing on record for Plato Investment Management, which disclosed 455 positions worth $81.6M. Its ten largest holdings account for 32% of the portfolio.
Its largest position is Apple: 31,585 shares worth $6.08M.
By sector, the portfolio is most concentrated in Technology at 34% of assets, followed by Healthcare and Consumer Discretionary.
- Plato Investment Management's largest Q4 2023 buy was Apple: 31,585 shares worth $6.08M.
- Plato Investment Management's ten largest holdings make up 32% of its $81.6M portfolio in Q4 2023.
- Plato Investment Management disclosed 455 positions in Q4 2023, its first 13F filing on record.
Based on Plato Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.