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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
-2.39%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.19B
AUM Growth
-$174M
Cap. Flow
-$128M
Cap. Flow %
-10.79%
Top 10 Hldgs %
29.65%
Holding
629
New
44
Increased
135
Reduced
246
Closed
102

Top Buys

Rank Stock Value
1
WPM icon
Wheaton Precious Metals
WPM
+$3.27M
2
AMD icon
Advanced Micro Devices
AMD
+$2.86M
3
EIX icon
Edison International
EIX
+$1.98M
4
EXPE icon
Expedia Group
EXPE
+$1.77M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.37M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$9.43M
2
AAPL icon
Apple
AAPL
+$9.16M
3
DB icon
Deutsche Bank
DB
+$7.23M
4
MSFT icon
Microsoft
MSFT
+$6.36M
5
AVGO icon
Broadcom
AVGO
+$5.84M

Sector Composition

Rank Sector Weight
1 Technology 31.91%
2 Financials 13.41%
3 Healthcare 12.21%
4 Consumer Discretionary 9.94%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BN icon
226
Brookfield
BN
$110B
$1.15M 0.1%
32,624
+420
+1% +$15.9K
OKTA icon
227
Okta
OKTA
$26.1B
$1.14M 0.1%
10,727
-294
-3% -$28.7K
TW icon
228
Tradeweb Markets
TW
$22B
$1.13M 0.1%
7,524
+39
+0.5% +$5.18K
DECK icon
229
Deckers Outdoor
DECK
$12.8B
$1.13M 0.09%
9,954
+5,205
+110% +$841K
LULU icon
230
lululemon athletica
LULU
$14.3B
$1.12M 0.09%
3,916
+487
+14% +$179K
FNV icon
231
Franco-Nevada
FNV
$46.4B
$1.12M 0.09%
7,034
-7,858
-53% -$1.1M
EBAY icon
232
eBay
EBAY
$47.2B
$1.1M 0.09%
16,095
-6,201
-28% -$413K
OMC icon
233
Omnicom Group
OMC
$23.6B
$1.1M 0.09%
13,090
-1,393
-10% -$116K
USB icon
234
US Bancorp
USB
$100B
$1.09M 0.09%
25,656
+3,905
+18% +$180K
RTX icon
235
RTX Corp
RTX
$302B
$1.07M 0.09%
7,962
-12,210
-61% -$1.55M
EME icon
236
Emcor
EME
$36B
$1.06M 0.09%
2,841
-898
-24% -$388K
BAH icon
237
Booz Allen Hamilton
BAH
$9.45B
$1.06M 0.09%
9,980
+3,843
+63% +$463K
WBA
238
DELISTED
Walgreens Boots Alliance
WBA
$1.05M 0.09%
93,189
-2,675
-3% -$29K
KVUE icon
239
Kenvue
KVUE
$36.6B
$1.05M 0.09%
43,165
-15,304
-26% -$339K
CRWD icon
240
CrowdStrike
CRWD
$226B
$1.02M 0.09%
11,416
+3,296
+41% +$314K
NTAP icon
241
NetApp
NTAP
$38.9B
$1.01M 0.09%
11,399
-814
-7% -$90K
GWW icon
242
W.W. Grainger
GWW
$61.3B
$1.01M 0.09%
1,010
-899
-47% -$929K
TWLO icon
243
Twilio
TWLO
$39.3B
$1,000K 0.08%
10,100
+499
+5% +$59.1K
F icon
244
Ford
F
$55.7B
$996K 0.08%
98,220
-54,779
-36% -$535K
ROST icon
245
Ross Stores
ROST
$80.8B
$991K 0.08%
7,669
+49
+0.6% +$6.86K
DXCM icon
246
DexCom
DXCM
$33.8B
$988K 0.08%
14,317
-1,176
-8% -$96K
GPN icon
247
Global Payments
GPN
$22.7B
$973K 0.08%
9,832
-2,255
-19% -$236K
JCI icon
248
Johnson Controls International
JCI
$93.7B
$972K 0.08%
12,000
+38
+0.3% +$3.12K
MTB icon
249
M&T Bank
MTB
$36.4B
$966K 0.08%
5,345
-3,278
-38% -$622K
NXPI icon
250
NXP Semiconductors
NXPI
$59.6B
$959K 0.08%
4,994
+1,100
+28% +$235K
8 9
10
11 12

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CIP
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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
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
VCM
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PAIM
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Plato Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Plato Investment Management held 629 positions worth $1.19B, down 13% from $1.36B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Plato Investment Management withdrew a net $128M in Q1 2025, closing 102 positions and reducing 246 holdings. Its most notable exit was Lennox International, an estimated $889K position sold in full.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 35% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Plato Investment Management opened a new position in Expedia Group worth $1.65M.

  • Plato Investment Management's largest Q1 2025 buy was Expedia Group: 9,698 shares worth $1.65M.
  • Plato Investment Management added most to Wheaton Precious Metals in Q1 2025, an estimated $3.27M increase.
  • Plato Investment Management's biggest Q1 2025 reduction was NVIDIA, cutting an estimated $9.43M.
  • Plato Investment Management fully exited Lennox International in Q1 2025, selling an estimated $889K.
  • Plato Investment Management's ten largest holdings make up 30% of its $1.19B portfolio in Q1 2025.
  • Plato Investment Management opened 44 new positions and closed 102 in Q1 2025.
  • Plato Investment Management's portfolio value fell 13% quarter-over-quarter to $1.19B.

Based on Plato Investment Management's 13F filing for Q1 2025, filed 20 May 2025.