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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
-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
RMD icon
276
ResMed
RMD
$32.6B
$779K 0.07%
3,442
+38
+1% +$8.87K
L icon
277
Loews
L
$23.1B
$770K 0.06%
8,289
– –
CCJ icon
278
Cameco
CCJ
$43B
$757K 0.06%
18,201
+11,229
+161% +$529K
APTV icon
279
Aptiv
APTV
$10.3B
$752K 0.06%
12,502
-86
-0.7% -$5.45K
FERG icon
280
Ferguson
FERG
$48.7B
$747K 0.06%
4,609
– –
ZM icon
281
Zoom
ZM
$31.1B
$745K 0.06%
9,993
-27
-0.3% -$2.15K
MCO icon
282
Moody's
MCO
$82.5B
$744K 0.06%
1,580
+367
+30% +$177K
CAH icon
283
Cardinal Health
CAH
$55.9B
$730K 0.06%
5,240
-83
-2% -$10.6K
AVB icon
284
AvalonBay Communities
AVB
$26B
$729K 0.06%
3,362
+47
+1% +$10.2K
CINF icon
285
Cincinnati Financial
CINF
$26.6B
$723K 0.06%
4,843
-179
-4% -$25.2K
CLX icon
286
Clorox
CLX
$13.1B
$720K 0.06%
4,837
– –
ACM icon
287
Aecom
ACM
$8.62B
$712K 0.06%
7,600
+48
+0.6% +$4.87K
DOCU
288
DocuSign
DOCU
$11.3B
$706K 0.06%
8,581
+311
+4% +$27.2K
BR icon
289
Broadridge
BR
$19.5B
$706K 0.06%
2,879
– –
DHI icon
290
D.R. Horton
DHI
$42.2B
$702K 0.06%
5,459
-2,376
-30% -$319K
BABA icon
291
Alibaba
BABA
$306B
$700K 0.06%
5,240
– –
TFC icon
292
Truist Financial
TFC
$63.9B
$699K 0.06%
16,799
+4,078
+32% +$182K
ROKU icon
293
Roku
ROKU
$22.4B
$688K 0.06%
9,663
+6,619
+217% +$530K
FITB
294
Fifth Third Bancorp
FITB
$52.2B
$681K 0.06%
17,174
– –
WELL icon
295
Welltower
WELL
$163B
$679K 0.06%
4,387
+1,312
+43% +$187K
BMRN icon
296
BioMarin Pharmaceuticals
BMRN
$13.5B
$672K 0.06%
9,402
– –
HEI.A icon
297
HEICO Corp Class A
HEI.A
$37B
$656K 0.06%
+3,075
New +$596K
WIX icon
298
WIX.com
WIX
$2.79B
$647K 0.05%
3,915
-497
-11% -$103K
REG icon
299
Regency Centers
REG
$13.9B
$645K 0.05%
8,657
– –
WSM icon
300
Williams-Sonoma
WSM
$29.5B
$644K 0.05%
4,030
-97
-2% -$18.7K
10 11
12
13 14

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.