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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 | |
|---|---|---|---|---|---|---|
301
Herbalife
HLF
$1.23B
| $23.3K | 0.03% |
+1,530
| New | +$21.1K |
|
302
Monolithic Power Systems
MPWR
$68.9B
| $23.3K | 0.03% |
+37
| New | +$19.3K |
|
303
Keysight
KEYS
$58.7B
| $23.2K | 0.03% |
+146
| New | +$19.8K |
|
304
Match Group
MTCH
$8.45B
| $23.2K | 0.03% |
+635
| New | +$21.4K |
|
305
Apollo Global Management
APO
$80.8B
| $23.1K | 0.03% |
+248
| New | +$21.9K |
|
306
Hartford Financial Services
HIG
$38.1B
| $22.3K | 0.03% |
+277
| New | +$20.9K |
|
307
Zymeworks
ZYME
$1.73B
| $21.7K | 0.03% |
+2,088
| New | +$16.6K |
|
308
Assurant
AIZ
$13.9B
| $21.2K | 0.03% |
+126
| New | +$20K |
|
309
CSX Corp
CSX
$92.5B
| $21K | 0.03% |
+606
| New | +$19.3K |
|
310
Kenvue
KVUE
$36.6B
| $20.5K | 0.03% |
+954
| New | +$19.1K |
|
311
Etsy
ETSY
$7.29B
| $20.4K | 0.03% |
+252
| New | +$18K |
|
312
Veralto
VLTO
$23.9B
| $20.2K | 0.02% |
+245
| New | +$18.3K |
|
313
Cincinnati Financial
CINF
$26.6B
| $19.9K | 0.02% |
+192
| New | +$19.5K |
|
314
Williams-Sonoma
WSM
$29.5B
| $19.8K | 0.02% |
+196
| New | +$17K |
|
315
Core & Main
CNM
$8.73B
| $19.4K | 0.02% |
+479
| New | +$16.2K |
|
316
Twilio
TWLO
$39.3B
| $18.7K | 0.02% |
+246
| New | +$15.3K |
|
317
ScottsMiracle-Gro
SMG
$3.61B
| $18.6K | 0.02% |
+292
| New | +$15.8K |
|
318
LPL Financial
LPLA
$29.2B
| $18.4K | 0.02% |
+81
| New | +$18.2K |
|
319
Affirm
AFRM
$25.7B
| $18.4K | 0.02% |
+374
| New | +$10.8K |
|
320
Capital One
COF
$134B
| $18.1K | 0.02% |
+138
| New | +$14.9K |
|
321
Ball Corp
BALL
$16.6B
| $17.8K | 0.02% |
+309
| New | +$15.9K |
|
322
Allstate
ALL
$66.3B
| $17.4K | 0.02% |
+124
| New | +$16.2K |
|
323
UGI
UGI
$7.54B
| $17.2K | 0.02% |
+700
| New | +$15.4K |
|
324
Tradeweb Markets
TW
$22B
| $17K | 0.02% |
+187
| New | +$16.7K |
|
325
Entrada Therapeutics
TRDA
$274M
| $16.8K | 0.02% |
+1,116
| New | +$16.5K |
|
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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.