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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
+14.51%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.33B
AUM Growth
+$143M
Cap. Flow
+$32.2M
Cap. Flow %
2.42%
Top 10 Hldgs %
32.85%
Holding
560
New
33
Increased
318
Reduced
101
Closed
44

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$5.24M
2
TD icon
Toronto Dominion Bank
TD
+$2.67M
3
AAPL icon
Apple
AAPL
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

Rank Stock Value
1
KGC icon
Kinross Gold
KGC
+$2.68M
2
TRI icon
Thomson Reuters
TRI
+$2.41M
3
SHOP icon
Shopify
SHOP
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

Rank Sector Weight
1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MTB icon
251
M&T Bank
MTB
$36.3B
$1.03M 0.08%
5,346
+1
+0% +$176
GEN icon
252
Gen Digital
GEN
$17.5B
$1.02M 0.08%
34,883
+19
+0.1% +$519
ILMN icon
253
Illumina
ILMN
$29B
$1.02M 0.08%
10,726
+3
+0% +$243
LDOS icon
254
Leidos
LDOS
$17.5B
$1.02M 0.08%
6,461
+4
+0.1% +$591
ALGN icon
255
Align Technology
ALGN
$12.5B
$1.01M 0.08%
5,357
+2,507
+88% +$443K
NVR icon
256
NVR
NVR
$16.8B
$1M 0.08%
136
-84
-38% -$602K
BX icon
257
Blackstone
BX
$113B
$992K 0.07%
6,653
+6
+0.1% +$824
NET icon
258
Cloudflare
NET
$111B
$987K 0.07%
5,061
+1,979
+64% +$287K
DECK icon
259
Deckers Outdoor
DECK
$13.3B
$979K 0.07%
9,535
-419
-4% -$46.4K
ROST icon
260
Ross Stores
ROST
$81.7B
$972K 0.07%
7,644
-25
-0.3% -$3.47K
STE icon
261
Steris
STE
$23.3B
$960K 0.07%
4,010
+23
+0.6% +$5.36K
DD icon
262
DuPont de Nemours
DD
$19.1B
$950K 0.07%
11,080
+10,307
+1,333% +$857K
KVUE icon
263
Kenvue
KVUE
$36.5B
$938K 0.07%
44,994
+1,829
+4% +$41.6K
PINS icon
264
Pinterest
PINS
$13.8B
$928K 0.07%
25,965
+14
+0.1% +$425
LULU icon
265
lululemon athletica
LULU
$14.5B
$927K 0.07%
3,918
+2
+0.1% +$551
IT icon
266
Gartner
IT
$12.2B
$921K 0.07%
2,288
+148
+7% +$61.9K
TW icon
267
Tradeweb Markets
TW
$21.9B
$921K 0.07%
6,316
-1,208
-16% -$169K
CLS icon
268
Celestica
CLS
$39.7B
$921K 0.07%
5,911
+345
+6% +$36.7K
BMRN icon
269
BioMarin Pharmaceuticals
BMRN
$13.3B
$921K 0.07%
16,812
+7,410
+79% +$436K
BNS icon
270
Scotiabank
BNS
$108B
$917K 0.07%
16,679
+12
+0.1% +$611
FERG icon
271
Ferguson
FERG
$51.2B
$916K 0.07%
4,220
-389
-8% -$71.6K
YUM icon
272
Yum! Brands
YUM
$39.7B
$915K 0.07%
6,200
+5,973
+2,631% +$872K
LOGI icon
273
Logitech
LOGI
$15B
$908K 0.07%
10,156
-10,583
-51% -$859K
TFC icon
274
Truist Financial
TFC
$63.4B
$907K 0.07%
21,182
+4,383
+26% +$171K
CARR icon
275
Carrier Global
CARR
$52.3B
$901K 0.07%
12,349
+6,781
+122% +$460K
9 10
11
12 13

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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
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VCM
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CGH
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Plato Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Plato Investment Management held 560 positions worth $1.33B, up 12% from $1.19B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Plato Investment Management's Q2 2025 filing shows 33 new, 318 increased, 101 reduced and 44 closed positions. Its largest new stake was Toronto Dominion Bank: 40,872 shares worth $2.99M. The largest sale was Kinross Gold, an estimated $2.68M.

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

  • Plato Investment Management's largest Q2 2025 buy was Toronto Dominion Bank: 40,872 shares worth $2.99M.
  • Plato Investment Management added most to Broadcom in Q2 2025, an estimated $5.24M increase.
  • Plato Investment Management's biggest Q2 2025 reduction was Thomson Reuters, cutting an estimated $2.41M.
  • Plato Investment Management fully exited Kinross Gold in Q2 2025, selling an estimated $2.68M.
  • Plato Investment Management's ten largest holdings make up 33% of its $1.33B portfolio in Q2 2025.
  • Plato Investment Management opened 33 new positions and closed 44 in Q2 2025.
  • Plato Investment Management's portfolio value rose 12% quarter-over-quarter to $1.33B.

Based on Plato Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.