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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
+5.06%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.36B
AUM Growth
+$128M
Cap. Flow
+$90.9M
Cap. Flow %
6.68%
Top 10 Hldgs %
33.47%
Holding
609
New
62
Increased
214
Reduced
92
Closed
24

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$6.04M
2
NVDA icon
NVIDIA
NVDA
+$5.38M
3
MSFT icon
Microsoft
MSFT
+$4.34M
4
AMZN icon
Amazon
AMZN
+$3.5M
5
GEV icon
GE Vernova
GEV
+$3.27M

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$4M
2
DVN icon
Devon Energy
DVN
+$3.8M
3
APP icon
Applovin
APP
+$2.56M
4
BEPC icon
Brookfield Renewable
BEPC
+$2.04M
5
TRI icon
Thomson Reuters
TRI
+$2.03M

Sector Composition

Rank Sector Weight
1 Technology 34.82%
2 Financials 13.38%
3 Healthcare 10.85%
4 Consumer Discretionary 10.55%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TRV icon
226
Travelers Companies
TRV
$78.6B
$1.3M 0.1%
5,359
– –
FTV icon
227
Fortive
FTV
$18.7B
$1.29M 0.1%
22,777
– –
TXN icon
228
Texas Instruments
TXN
$256B
$1.27M 0.09%
6,750
+2,579
+62% +$515K
KR icon
229
Kroger
KR
$34.4B
$1.27M 0.09%
20,647
– –
KVUE icon
230
Kenvue
KVUE
$36.5B
$1.25M 0.09%
58,469
– –
OMC icon
231
Omnicom Group
OMC
$23.6B
$1.25M 0.09%
14,483
– –
BN icon
232
Brookfield
BN
$110B
$1.24M 0.09%
32,204
+19,920
+162% +$750K
DXCM icon
233
DexCom
DXCM
$33.7B
$1.21M 0.09%
15,493
+7,890
+104% +$584K
ROST icon
234
Ross Stores
ROST
$81.2B
$1.16M 0.09%
7,620
+7
+0.1% +$1.03K
MMM icon
235
3M
MMM
$94.3B
$1.15M 0.08%
8,869
-2,098
-19% -$275K
INTC icon
236
Intel
INTC
$489B
$1.13M 0.08%
56,140
+2,337
+4% +$52.7K
SNOW icon
237
Snowflake
SNOW
$117B
$1.12M 0.08%
7,236
+1,874
+35% +$264K
XYL icon
238
Xylem
XYL
$28.7B
$1.11M 0.08%
9,554
– –
DHI icon
239
D.R. Horton
DHI
$42.1B
$1.1M 0.08%
7,835
-4,655
-37% -$778K
CHKP icon
240
Check Point Software Technologies
CHKP
$13.2B
$1.1M 0.08%
5,850
-2,752
-32% -$518K
LOGI icon
241
Logitech
LOGI
$14.9B
$1.09M 0.08%
13,060
+921
+8% +$76.4K
ORLY icon
242
O'Reilly Automotive
ORLY
$75.2B
$1.07M 0.08%
13,485
– –
IT icon
243
Gartner
IT
$11.8B
$1.07M 0.08%
2,198
– –
PWR icon
244
Quanta Services
PWR
$101B
$1.07M 0.08%
3,365
– –
CVNA icon
245
Carvana
CVNA
$79.1B
$1.06M 0.08%
26,020
+14,970
+135% +$673K
USB icon
246
US Bancorp
USB
$100B
$1.04M 0.08%
21,751
-37
-0.2% -$1.82K
TWLO icon
247
Twilio
TWLO
$39.6B
$1.04M 0.08%
9,601
-7,365
-43% -$673K
AZO icon
248
AutoZone
AZO
$49.8B
$1.03M 0.08%
321
– –
VICI icon
249
VICI Properties
VICI
$28.7B
$1.03M 0.08%
35,066
+5,306
+18% +$168K
TEVA icon
250
Teva Pharmaceuticals
TEVA
$42.3B
$1.02M 0.08%
46,257
-17,273
-27% -$314K
8 9
10
11 12

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DF
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SFI
Siemens Fonds Invest Munich, Germany $1.75B AUM 26.24% 1-Year Est. Return
NM
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NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
SLF
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VCM
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PAIM
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Plato Investment Management's Q4 2024 Portfolio in Review

As of Q4 2024, Plato Investment Management held 609 positions worth $1.36B, up 10% from $1.23B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Plato Investment Management deployed $90.9M of net new capital in Q4 2024, opening 62 new positions and adding to 214 existing holdings. Its largest new stake was Texas Pacific Land: 3,936 shares worth $1.46M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 33% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Advanced Micro Devices, an estimated $4M trimmed.

  • Plato Investment Management's largest Q4 2024 buy was Texas Pacific Land: 3,936 shares worth $1.46M.
  • Plato Investment Management added most to Apple in Q4 2024, an estimated $6.04M increase.
  • Plato Investment Management's biggest Q4 2024 reduction was Advanced Micro Devices, cutting an estimated $4M.
  • Plato Investment Management fully exited Live Nation Entertainment in Q4 2024, selling an estimated $586K.
  • Plato Investment Management's ten largest holdings make up 33% of its $1.36B portfolio in Q4 2024.
  • Plato Investment Management opened 62 new positions and closed 24 in Q4 2024.
  • Plato Investment Management's portfolio value rose 10% quarter-over-quarter to $1.36B.

Based on Plato Investment Management's 13F filing for Q4 2024, filed 6 Feb 2025.