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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
ZM icon
276
Zoom
ZM
$31.1B
$821K 0.06%
10,020
+1,631
+19% +$128K
MANH icon
277
Manhattan Associates
MANH
$11.4B
$813K 0.06%
2,997
– –
NXPI icon
278
NXP Semiconductors
NXPI
$59.6B
$812K 0.06%
3,894
– –
ACM icon
279
Aecom
ACM
$8.62B
$810K 0.06%
7,552
– –
FSM icon
280
Fortuna Silver Mines
FSM
$3.21B
$808K 0.06%
187,621
+160,157
+583% +$764K
IOT icon
281
Samsara
IOT
$23.5B
$804K 0.06%
18,346
-2,713
-13% -$133K
FERG icon
282
Ferguson
FERG
$48.8B
$803K 0.06%
4,609
– –
GLPI icon
283
Gaming and Leisure Properties
GLPI
$12.4B
$796K 0.06%
16,476
+1,805
+12% +$90.4K
BAH icon
284
Booz Allen Hamilton
BAH
$9.45B
$793K 0.06%
+6,137
New +$953K
CLX icon
285
Clorox
CLX
$13.1B
$788K 0.06%
4,837
– –
JEF icon
286
Jefferies Financial Group
JEF
$12.7B
$788K 0.06%
+10,009
New +$720K
RMD icon
287
ResMed
RMD
$32.6B
$781K 0.06%
3,404
– –
PINS icon
288
Pinterest
PINS
$13.4B
$781K 0.06%
26,833
– –
PODD icon
289
Insulet
PODD
$10B
$778K 0.06%
2,968
– –
COIN icon
290
Coinbase
COIN
$39.2B
$776K 0.06%
3,113
-1,333
-30% -$338K
EL icon
291
Estee Lauder
EL
$31.8B
$767K 0.06%
10,198
+951
+10% +$75.1K
EFXT
292
Enerflex
EFXT
$2.54B
$767K 0.06%
+76,833
New +$616K
WSM icon
293
Williams-Sonoma
WSM
$29.5B
$767K 0.06%
4,127
+704
+21% +$112K
APTV icon
294
Aptiv
APTV
$10.3B
$764K 0.06%
12,588
+6,268
+99% +$384K
ULTA icon
295
Ulta Beauty
ULTA
$23.3B
$751K 0.06%
1,721
+1,494
+658% +$579K
SE icon
296
Sea Limited
SE
$80.5B
$751K 0.06%
7,051
+3,626
+106% +$381K
DOCU
297
DocuSign
DOCU
$11.3B
$747K 0.05%
8,270
-15,518
-65% -$1.24M
AVB icon
298
AvalonBay Communities
AVB
$26B
$732K 0.05%
3,315
– –
FITB
299
Fifth Third Bancorp
FITB
$52.2B
$729K 0.05%
17,174
– –
HON icon
300
Honeywell
HON
$72.9B
$727K 0.05%
3,401
-7,182
-68% -$1.5M
10 11
12
13 14

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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
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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.