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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
MCHP icon
251
Microchip Technology
MCHP
$44B
$1.02M 0.07%
17,712
+14,213
+406% +$977K
HPQ icon
252
HP
HPQ
$26.5B
$1M 0.07%
30,667
-1,405
-4% -$50.5K
DDOG icon
253
Datadog
DDOG
$89.2B
$988K 0.07%
6,886
– –
CSGP icon
254
CoStar Group
CSGP
$12.7B
$988K 0.07%
13,744
– –
TW icon
255
Tradeweb Markets
TW
$22B
$983K 0.07%
7,485
-2,035
-21% -$268K
LEN icon
256
Lennar Class A
LEN
$21.1B
$972K 0.07%
7,333
– –
DECK icon
257
Deckers Outdoor
DECK
$12.8B
$968K 0.07%
4,749
+1,701
+56% +$307K
CLS icon
258
Celestica
CLS
$39.2B
$968K 0.07%
10,454
+6,768
+184% +$529K
HPE icon
259
Hewlett Packard
HPE
$72B
$965K 0.07%
45,055
+1,497
+3% +$31.6K
WIX icon
260
WIX.com
WIX
$2.81B
$950K 0.07%
4,412
-272
-6% -$52K
JCI icon
261
Johnson Controls International
JCI
$93.4B
$948K 0.07%
11,962
– –
IDXX icon
262
Idexx Laboratories
IDXX
$46.6B
$934K 0.07%
2,252
+819
+57% +$359K
LDOS icon
263
Leidos
LDOS
$17.7B
$927K 0.07%
6,410
+285
+5% +$47.4K
BNS icon
264
Scotiabank
BNS
$109B
$898K 0.07%
16,667
+13,379
+407% +$722K
WBA
265
DELISTED
Walgreens Boots Alliance
WBA
$898K 0.07%
+95,864
New +$890K
COF icon
266
Capital One
COF
$134B
$891K 0.07%
4,977
-542
-10% -$93.8K
LII icon
267
Lennox International
LII
$14.9B
$889K 0.07%
1,454
– –
OKTA icon
268
Okta
OKTA
$26.1B
$872K 0.06%
11,021
– –
RBLX icon
269
Roblox
RBLX
$26.4B
$870K 0.06%
14,985
+10,529
+236% +$530K
STE icon
270
Steris
STE
$23.4B
$848K 0.06%
4,112
– –
CHTR icon
271
Charter Communications
CHTR
$18.8B
$847K 0.06%
2,462
+1,360
+123% +$492K
FLUT icon
272
Flutter Entertainment
FLUT
$17.2B
$847K 0.06%
3,265
+2,317
+244% +$585K
CAE icon
273
CAE Inc. Common Shares
CAE
$8.7B
$846K 0.06%
+33,244
New +$701K
SYY icon
274
Sysco
SYY
$40.4B
$845K 0.06%
11,012
+376
+4% +$28.8K
BBY icon
275
Best Buy
BBY
$17.7B
$839K 0.06%
9,738
+939
+11% +$85.7K
9 10
11
12 13

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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 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.