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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 | |
|---|---|---|---|---|---|---|
251
OneMain Financial
OMF
$7.32B
| $39.5K | 0.05% |
+802
| New | +$32.7K |
|
252
KB Home
KBH
$3.54B
| $39.2K | 0.05% |
+628
| New | +$32.3K |
|
253
Cummins
CMI
$87.1B
| $39K | 0.05% |
+163
| New | +$37.1K |
|
254
Blackstone
BX
$118B
| $39K | 0.05% |
+298
| New | +$32.2K |
|
255
Gartner
IT
$11.8B
| $38.8K | 0.05% |
+86
| New | +$34.4K |
|
256
Workday
WDAY
$44.8B
| $38.4K | 0.05% |
+139
| New | +$33.1K |
|
257
Teladoc Health
TDOC
$1.24B
| $37.5K | 0.05% |
+1,742
| New | +$32.1K |
|
258
Northrop Grumman
NOC
$81.8B
| $37.5K | 0.05% |
+80
| New | +$37.5K |
|
259
S&P Global
SPGI
$120B
| $37.4K | 0.05% |
+85
| New | +$33.5K |
|
260
W.W. Grainger
GWW
$61.3B
| $37.3K | 0.05% |
+45
| New | +$34.6K |
|
261
T. Rowe Price
TROW
$24.3B
| $36.1K | 0.04% |
+335
| New | +$33.4K |
|
262
Datadog
DDOG
$88.6B
| $35.8K | 0.04% |
+295
| New | +$30.4K |
|
263
Western Alliance Bancorporation
WAL
$8.89B
| $35.8K | 0.04% |
+544
| New | +$27.4K |
|
264
United Parcel Service
UPS
$88.8B
| $35.5K | 0.04% |
+226
| New | +$34.2K |
|
265
CVR Energy
CVI
$3.42B
| $35.1K | 0.04% |
+1,159
| New | +$36.6K |
|
266
Robinhood
HOOD
$84.9B
| $34.6K | 0.04% |
+2,719
| New | +$27K |
|
267
Snowflake
SNOW
$116B
| $34.4K | 0.04% |
+173
| New | +$29.3K |
|
268
Abercrombie & Fitch
ANF
$5.24B
| $33.3K | 0.04% |
+377
| New | +$26.8K |
|
269
Roblox
RBLX
$25.9B
| $33.2K | 0.04% |
+726
| New | +$26.8K |
|
|
P
270
Everpure Inc
P
$36.4B
| $33.2K | 0.04% |
+930
| New | +$32.6K |
|
271
The Mosaic Company
MOS
$7.34B
| $32.8K | 0.04% |
+917
| New | +$32.4K |
|
272
Mettler-Toledo International
MTD
$28.8B
| $32.7K | 0.04% |
+27
| New | +$29.2K |
|
273
Kyndryl
KD
$2.91B
| $32.3K | 0.04% |
+1,555
| New | +$26.6K |
|
274
Opendoor
OPEN
$3.48B
| $31.2K | 0.04% |
+7,205
| New | +$20.1K |
|
275
Alnylam Pharmaceuticals
ALNY
$29.6B
| $31.2K | 0.04% |
+163
| New | +$27.8K |
|
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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.