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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
+13.94%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$967M
AUM Growth
+$886M
Cap. Flow
+$831M
Cap. Flow %
85.93%
Top 10 Hldgs %
31.31%
Holding
524
New
69
Increased
304
Reduced
34
Closed
35

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$55.5M
2
AAPL icon
Apple
AAPL
+$55M
3
NVDA icon
NVIDIA
NVDA
+$35.4M
4
AMZN icon
Amazon
AMZN
+$30M
5
META icon
Meta Platforms (Facebook)
META
+$20M

Top Sells

Rank Stock Value
1
MPC icon
Marathon Petroleum
MPC
+$277K
2
LNC icon
Lincoln National
LNC
+$242K
3
WBA
Walgreens Boots Alliance
WBA
+$161K
4
HESM icon
Hess Midstream
HESM
+$150K
5
KSS icon
Kohl's
KSS
+$128K

Sector Composition

Rank Sector Weight
1 Technology 32.23%
2 Healthcare 12.51%
3 Financials 11.5%
4 Consumer Discretionary 10.59%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYY icon
226
Sysco
SYY
$40.3B
$814K 0.08%
10,024
+9,961
+15,811% +$785K
EXAS
227
DELISTED
Exact Sciences
EXAS
$811K 0.08%
11,747
+11,403
+3,315% +$721K
LDOS icon
228
Leidos
LDOS
$17.7B
$803K 0.08%
+6,125
New +$730K
FOXA icon
229
Fox Class A
FOXA
$26.1B
$802K 0.08%
+25,634
New +$779K
GDDY icon
230
GoDaddy
GDDY
$11.5B
$769K 0.08%
6,479
+6,227
+2,471% +$693K
SWKS icon
231
Skyworks Solutions
SWKS
$10.3B
$760K 0.08%
7,012
+6,554
+1,431% +$687K
MANH icon
232
Manhattan Associates
MANH
$11.4B
$749K 0.08%
2,992
+2,918
+3,943% +$695K
ACM icon
233
Aecom
ACM
$8.62B
$741K 0.08%
+7,552
New +$683K
BDX icon
234
Becton Dickinson
BDX
$49.4B
$729K 0.08%
2,945
+2,653
+909% +$635K
EW icon
235
Edwards Lifesciences
EW
$54B
$719K 0.07%
7,521
+6,826
+982% +$573K
BEN icon
236
Franklin Resources
BEN
$16.9B
$710K 0.07%
+25,267
New +$696K
LHX icon
237
L3Harris
LHX
$53.3B
$710K 0.07%
3,331
+3,042
+1,053% +$639K
AOS icon
238
A.O. Smith
AOS
$8.65B
$702K 0.07%
+7,847
New +$647K
SMCI icon
239
Super Micro Computer
SMCI
$20.4B
$698K 0.07%
6,910
+6,680
+2,904% +$489K
ALNY icon
240
Alnylam Pharmaceuticals
ALNY
$29.6B
$674K 0.07%
4,509
+4,346
+2,666% +$725K
MAS icon
241
Masco
MAS
$15B
$663K 0.07%
8,408
+8,380
+29,929% +$604K
L icon
242
Loews
L
$23.1B
$649K 0.07%
+8,289
New +$613K
FITB
243
Fifth Third Bancorp
FITB
$52.2B
$639K 0.07%
+17,174
New +$598K
PCTY icon
244
Paylocity
PCTY
$7.7B
$638K 0.07%
3,715
+3,640
+4,853% +$601K
DDOG icon
245
Datadog
DDOG
$88.6B
$638K 0.07%
5,159
+4,864
+1,649% +$611K
OKTA icon
246
Okta
OKTA
$26.1B
$632K 0.07%
6,042
+5,172
+594% +$477K
RMD icon
247
ResMed
RMD
$32.6B
$631K 0.07%
3,184
+3,180
+79,500% +$583K
HUM icon
248
Humana
HUM
$44.8B
$630K 0.07%
1,818
+1,633
+883% +$619K
FCNCA icon
249
First Citizens BancShares
FCNCA
$25.4B
$628K 0.06%
384
+356
+1,271% +$535K
OVV icon
250
Ovintiv
OVV
$17.6B
$617K 0.06%
+11,893
New +$542K
8 9
10
11 12

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SFI
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NM
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NMC
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SLF
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VCM
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PAIM
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Plato Investment Management's Q1 2024 Portfolio in Review

As of Q1 2024, Plato Investment Management held 524 positions worth $967M, up 1,086% from $81.6M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Plato Investment Management deployed $831M of net new capital in Q1 2024, opening 69 new positions and adding to 304 existing holdings. Its largest new stake was Advanced Micro Devices: 26,618 shares worth $4.8M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 34% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Marathon Petroleum, an estimated $277K trimmed.

  • Plato Investment Management's largest Q1 2024 buy was Advanced Micro Devices: 26,618 shares worth $4.8M.
  • Plato Investment Management added most to Microsoft in Q1 2024, an estimated $55.5M increase.
  • Plato Investment Management's biggest Q1 2024 reduction was Marathon Petroleum, cutting an estimated $277K.
  • Plato Investment Management fully exited Lincoln National in Q1 2024, selling an estimated $242K.
  • Plato Investment Management's ten largest holdings make up 31% of its $967M portfolio in Q1 2024.
  • Plato Investment Management opened 69 new positions and closed 35 in Q1 2024.
  • Plato Investment Management's portfolio value rose 1,086% quarter-over-quarter to $967M.

Based on Plato Investment Management's 13F filing for Q1 2024, filed 15 May 2024.