We are live on ! Find out more
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
CHTR icon
251
Charter Communications
CHTR
$18.8B
$951K 0.08%
2,553
+91
+4% +$32.5K
XYZ
252
Block Inc
XYZ
$47.5B
$947K 0.08%
17,250
+1,461
+9% +$109K
DELL icon
253
Dell
DELL
$285B
$939K 0.08%
10,196
-1,731
-15% -$183K
BX icon
254
Blackstone
BX
$118B
$939K 0.08%
6,647
+5,888
+776% +$956K
CAE icon
255
CAE Inc. Common Shares
CAE
$8.74B
$938K 0.08%
37,746
+4,502
+14% +$110K
GEN icon
256
Gen Digital
GEN
$17.4B
$935K 0.08%
34,864
+17,414
+100% +$477K
DB icon
257
Deutsche Bank
DB
$71.8B
$934K 0.08%
38,770
-344,747
-90% -$7.23M
STE icon
258
Steris
STE
$23.2B
$913K 0.08%
3,987
-125
-3% -$27.5K
FLUT icon
259
Flutter Entertainment
FLUT
$17.2B
$913K 0.08%
4,078
+813
+25% +$211K
IT icon
260
Gartner
IT
$11.8B
$908K 0.08%
2,140
-58
-3% -$28.6K
LDOS icon
261
Leidos
LDOS
$17.7B
$881K 0.07%
6,457
+47
+0.7% +$6.56K
COF icon
262
Capital One
COF
$134B
$877K 0.07%
4,839
-138
-3% -$26.1K
PWR icon
263
Quanta Services
PWR
$101B
$875K 0.07%
3,405
+40
+1% +$11.6K
HPQ icon
264
HP
HPQ
$26.6B
$869K 0.07%
31,030
+363
+1% +$11.5K
ILMN icon
265
Illumina
ILMN
$29.1B
$860K 0.07%
10,723
-2,855
-21% -$309K
SNOW icon
266
Snowflake
SNOW
$116B
$855K 0.07%
5,788
-1,448
-20% -$246K
GLPI icon
267
Gaming and Leisure Properties
GLPI
$12.4B
$851K 0.07%
16,533
+57
+0.3% +$2.8K
SYY icon
268
Sysco
SYY
$40.3B
$839K 0.07%
11,067
+55
+0.5% +$4.03K
CVNA icon
269
Carvana
CVNA
$79.2B
$838K 0.07%
19,835
-6,185
-24% -$274K
RBLX icon
270
Roblox
RBLX
$25.9B
$832K 0.07%
14,124
-861
-6% -$54.1K
OKE icon
271
Oneok
OKE
$57.7B
$829K 0.07%
+8,262
New +$820K
AXON
272
Axon Enterprise
AXON
$51.7B
$824K 0.07%
1,550
-651
-30% -$381K
PINS icon
273
Pinterest
PINS
$13.4B
$813K 0.07%
25,951
-882
-3% -$29.9K
ALC icon
274
Alcon
ALC
$36.7B
$799K 0.07%
8,408
+7,784
+1,247% +$698K
BNS icon
275
Scotiabank
BNS
$108B
$799K 0.07%
16,667
– –
9 10
11
12 13

Similar funds

CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
DF
DNCA Finance Paris, France $1.75B AUM 38.18% 1-Year Est. Return
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
Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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.