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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
+7.45%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.23B
AUM Growth
+$159M
Cap. Flow
+$94.2M
Cap. Flow %
7.64%
Top 10 Hldgs %
31.56%
Holding
582
New
87
Increased
150
Reduced
90
Closed
35

Top Buys

Rank Stock Value
1
ACN icon
Accenture
ACN
+$6.02M
2
TRI icon
Thomson Reuters
TRI
+$4.27M
3
TT icon
Trane Technologies
TT
+$4.1M
4
DB icon
Deutsche Bank
DB
+$4.01M
5
MDT icon
Medtronic
MDT
+$3.2M

Top Sells

Rank Stock Value
1
ES icon
Eversource Energy
ES
+$2.71M
2
EBAY icon
eBay
EBAY
+$1.33M
3
HPQ icon
HP
HPQ
+$1.32M
4
AON icon
Aon
AON
+$1.2M
5
RS icon
Reliance Steel & Aluminium
RS
+$921K

Sector Composition

Rank Sector Weight
1 Technology 33.09%
2 Financials 12.88%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WPM icon
251
Wheaton Precious Metals
WPM
$61B
$950K 0.08%
+15,558
New +$925K
NXPI icon
252
NXP Semiconductors
NXPI
$59.6B
$934K 0.08%
+3,894
New +$976K
UTHR icon
253
United Therapeutics
UTHR
$22.1B
$929K 0.08%
2,594
-1,414
-35% -$478K
JCI icon
254
Johnson Controls International
JCI
$93.7B
$927K 0.08%
11,962
– –
EL icon
255
Estee Lauder
EL
$31.8B
$921K 0.07%
9,247
+2,113
+30% +$200K
FERG icon
256
Ferguson
FERG
$48.8B
$914K 0.07%
+4,609
New +$934K
BBY icon
257
Best Buy
BBY
$17.6B
$908K 0.07%
8,799
+6,382
+264% +$575K
HPE icon
258
Hewlett Packard
HPE
$72B
$890K 0.07%
43,558
– –
AXON
259
Axon Enterprise
AXON
$51.7B
$878K 0.07%
2,199
+400
+22% +$138K
LII icon
260
Lennox International
LII
$14.9B
$878K 0.07%
1,454
-639
-31% -$364K
MTD icon
261
Mettler-Toledo International
MTD
$28.8B
$876K 0.07%
585
– –
PINS icon
262
Pinterest
PINS
$13.4B
$868K 0.07%
26,833
+11,912
+80% +$405K
TXN icon
263
Texas Instruments
TXN
$257B
$861K 0.07%
4,171
+3,361
+415% +$675K
MANH icon
264
Manhattan Associates
MANH
$11.4B
$842K 0.07%
2,997
– –
RMD icon
265
ResMed
RMD
$32.6B
$830K 0.07%
3,404
– –
SYY icon
266
Sysco
SYY
$40.3B
$829K 0.07%
10,636
– –
COF icon
267
Capital One
COF
$134B
$826K 0.07%
5,519
– –
CARR icon
268
Carrier Global
CARR
$52.4B
$819K 0.07%
10,183
– –
OKTA icon
269
Okta
OKTA
$26.1B
$818K 0.07%
11,021
– –
DDOG icon
270
Datadog
DDOG
$88.6B
$792K 0.06%
6,886
+1,241
+22% +$145K
COIN icon
271
Coinbase
COIN
$39.2B
$791K 0.06%
4,446
+1,122
+34% +$225K
CSL icon
272
Carlisle Companies
CSL
$15.5B
$788K 0.06%
1,754
– –
CLX icon
273
Clorox
CLX
$13.1B
$787K 0.06%
4,837
– –
FUTU icon
274
Futu Holdings
FUTU
$14.7B
$784K 0.06%
+8,209
New +$522K
WIX icon
275
WIX.com
WIX
$2.79B
$782K 0.06%
+4,684
New +$753K
9 10
11
12 13

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DF
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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
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Plato Investment Management's Q3 2024 Portfolio in Review

As of Q3 2024, Plato Investment Management held 582 positions worth $1.23B, up 15% from $1.07B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Plato Investment Management deployed $94.2M of net new capital in Q3 2024, opening 87 new positions and adding to 150 existing holdings. Its largest new stake was Accenture: 18,313 shares worth $6.47M.

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

On the sell side, the largest reduction was Eversource Energy, an estimated $2.71M trimmed.

  • Plato Investment Management's largest Q3 2024 buy was Accenture: 18,313 shares worth $6.47M.
  • Plato Investment Management added most to EOG Resources in Q3 2024, an estimated $2.81M increase.
  • Plato Investment Management's biggest Q3 2024 reduction was Eversource Energy, cutting an estimated $2.71M.
  • Plato Investment Management fully exited Walgreens Boots Alliance in Q3 2024, selling an estimated $616K.
  • Plato Investment Management's ten largest holdings make up 32% of its $1.23B portfolio in Q3 2024.
  • Plato Investment Management opened 87 new positions and closed 35 in Q3 2024.
  • Plato Investment Management's portfolio value rose 15% quarter-over-quarter to $1.23B.

Based on Plato Investment Management's 13F filing for Q3 2024, filed 6 Nov 2024.