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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
+10.2%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.48B
AUM Growth
+$146M
Cap. Flow
+$45.4M
Cap. Flow %
3.08%
Top 10 Hldgs %
35%
Holding
546
New
30
Increased
162
Reduced
82
Closed
30

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.55M
2
CMCSA icon
Comcast
CMCSA
+$2.4M
3
SCHW
Charles Schwab
SCHW
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$2.01M
5
CLS icon
Celestica
CLS
+$1.84M

Top Sells

Rank Stock Value
1
SNPS icon
Synopsys
SNPS
+$2.62M
2
HES
Hess
HES
+$2.33M
3
ANSS
Ansys
ANSS
+$2.3M
4
FCX icon
Freeport-McMoran
FCX
+$1.59M
5
AMAT icon
Applied Materials
AMAT
+$1.48M

Sector Composition

Rank Sector Weight
1 Technology 36.11%
2 Financials 13.19%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYY icon
276
Sysco
SYY
$40.3B
$905K 0.06%
11,077
– –
LHX icon
277
L3Harris
LHX
$53.3B
$886K 0.06%
2,924
– –
OMC icon
278
Omnicom Group
OMC
$23.6B
$877K 0.06%
10,844
+75
+0.7% +$5.66K
TIGO icon
279
Millicom
TIGO
$15.9B
$875K 0.06%
+18,163
New +$797K
AXON
280
Axon Enterprise
AXON
$51.7B
$851K 0.06%
1,195
+529
+79% +$401K
HPQ icon
281
HP
HPQ
$26.6B
$842K 0.06%
31,177
– –
A icon
282
Agilent Technologies
A
$42.2B
$842K 0.06%
6,614
-443
-6% -$53.5K
FTV icon
283
Fortive
FTV
$18.6B
$837K 0.06%
17,222
– –
L icon
284
Loews
L
$23.1B
$826K 0.06%
8,289
– –
GPN icon
285
Global Payments
GPN
$22.7B
$816K 0.06%
9,896
– –
SSNC icon
286
SS&C Technologies
SSNC
$18.7B
$815K 0.06%
9,248
– –
PAAS icon
287
Pan American Silver
PAAS
$21.8B
$813K 0.06%
21,133
-495
-2% -$15.9K
WSM icon
288
Williams-Sonoma
WSM
$29.5B
$806K 0.05%
4,154
+121
+3% +$23.1K
EL icon
289
Estee Lauder
EL
$31.8B
$804K 0.05%
9,194
-4,633
-34% -$413K
NLY icon
290
Annaly Capital Management
NLY
$17.4B
$803K 0.05%
40,037
+8,799
+28% +$182K
CLX icon
291
Clorox
CLX
$13.1B
$786K 0.05%
6,425
+43
+0.7% +$5.34K
PINS icon
292
Pinterest
PINS
$13.4B
$785K 0.05%
24,600
-1,365
-5% -$49.5K
RJF icon
293
Raymond James Financial
RJF
$34.6B
$781K 0.05%
4,559
+4,342
+2,001% +$719K
GEHC icon
294
GE HealthCare
GEHC
$32.9B
$779K 0.05%
10,458
+1,537
+17% +$115K
TPR icon
295
Tapestry
TPR
$32.4B
$779K 0.05%
+6,933
New +$725K
DELL icon
296
Dell
DELL
$285B
$778K 0.05%
5,530
-3,130
-36% -$406K
WELL icon
297
Welltower
WELL
$163B
$776K 0.05%
4,392
– –
INCY icon
298
Incyte
INCY
$24.5B
$774K 0.05%
9,197
– –
P
299
Everpure Inc
P
$36.4B
$774K 0.05%
9,304
– –
F icon
300
Ford
F
$55.7B
$770K 0.05%
64,852
+15,145
+30% +$175K
10 11
12
13 14

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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 Q3 2025 Portfolio in Review

As of Q3 2025, Plato Investment Management held 546 positions worth $1.48B, up 11% from $1.33B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Plato Investment Management deployed $45.4M of net new capital in Q3 2025, opening 30 new positions and adding to 162 existing holdings. Its largest new stake was Magna International: 39,967 shares worth $1.88M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 35% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Synopsys, an estimated $2.62M trimmed.

  • Plato Investment Management's largest Q3 2025 buy was Magna International: 39,967 shares worth $1.88M.
  • Plato Investment Management added most to Microsoft in Q3 2025, an estimated $2.55M increase.
  • Plato Investment Management's biggest Q3 2025 reduction was Synopsys, cutting an estimated $2.62M.
  • Plato Investment Management fully exited Hess in Q3 2025, selling an estimated $2.33M.
  • Plato Investment Management's ten largest holdings make up 35% of its $1.48B portfolio in Q3 2025.
  • Plato Investment Management opened 30 new positions and closed 30 in Q3 2025.
  • Plato Investment Management's portfolio value rose 11% quarter-over-quarter to $1.48B.

Based on Plato Investment Management's 13F filing for Q3 2025, filed 5 Nov 2025.