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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 | |
|---|---|---|---|---|---|---|
276
American Water Works
AWK
$27B
| $30.9K | 0.04% |
+234
| New | +$29.5K |
|
277
Reliance Steel & Aluminium
RS
$21.6B
| $30.8K | 0.04% |
+110
| New | +$29.2K |
|
|
GAP
278
The Gap Inc
GAP
$7.55B
| $29.9K | 0.04% |
+1,432
| New | +$23.1K |
|
279
Yum! Brands
YUM
$39.5B
| $29.7K | 0.04% |
+227
| New | +$28.3K |
|
280
Carrier Global
CARR
$52.4B
| $29.6K | 0.04% |
+515
| New | +$27.3K |
|
281
Church & Dwight Co
CHD
$24.4B
| $29.3K | 0.04% |
+310
| New | +$28.4K |
|
|
SQSP
282
DELISTED
Squarespace, Inc.
SQSP
| $29K | 0.04% |
+880
| New | +$25.8K |
|
283
Steris
STE
$23.2B
| $29K | 0.04% |
+132
| New | +$27.9K |
|
284
Clorox
CLX
$13.1B
| $28.9K | 0.04% |
+203
| New | +$27.1K |
|
|
RYZ
285
Ryerson Holding Corp
RYZ
$1.44B
| $28.9K | 0.04% |
+834
| New | +$24.9K |
|
286
Paycom
PAYC
$9.57B
| $28.7K | 0.04% |
+139
| New | +$29.4K |
|
287
Baxter International
BAX
$14.3B
| $28.5K | 0.03% |
+736
| New | +$26K |
|
288
Qorvo
QRVO
$8.53B
| $28K | 0.03% |
+249
| New | +$24K |
|
289
Burlington
BURL
$22.6B
| $27.2K | 0.03% |
+140
| New | +$20.9K |
|
290
Ulta Beauty
ULTA
$23.3B
| $26.9K | 0.03% |
+55
| New | +$23.2K |
|
291
GoDaddy
GDDY
$11.5B
| $26.8K | 0.03% |
+252
| New | +$22.5K |
|
292
Xylem
XYL
$28.8B
| $26.1K | 0.03% |
+228
| New | +$22.8K |
|
|
EXAS
293
DELISTED
Exact Sciences
EXAS
| $25.4K | 0.03% |
+344
| New | +$22.5K |
|
|
MDC
294
DELISTED
M.D.C. Holdings, Inc.
MDC
| $24.9K | 0.03% |
+451
| New | +$20K |
|
295
Halliburton
HAL
$28.2B
| $24.9K | 0.03% |
+688
| New | +$26.5K |
|
296
Expeditors International
EXPD
$23B
| $24.8K | 0.03% |
+195
| New | +$23K |
|
297
Motorola Solutions
MSI
$77.3B
| $24.4K | 0.03% |
+78
| New | +$23.6K |
|
298
Align Technology
ALGN
$12.3B
| $24.4K | 0.03% |
+89
| New | +$21.1K |
|
299
Arista Networks
ANET
$250B
| $23.8K | 0.03% |
+404
| New | +$21.2K |
|
300
SiriusXM
SIRI
$9.61B
| $23.7K | 0.03% |
+433
| New | +$20.8K |
|
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PAIM
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.