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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
+7.45%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.23B
AUM Growth
+$159M
Cap. Flow
+$94.2M
Cap. Flow %
7.64%
Top 10 Hldgs %
31.56%
Holding
582
New
87
Increased
150
Reduced
90
Closed
35

Top Buys

Rank Stock Value
1
ACN icon
Accenture
ACN
+$6.02M
2
TRI icon
Thomson Reuters
TRI
+$4.27M
3
TT icon
Trane Technologies
TT
+$4.1M
4
DB icon
Deutsche Bank
DB
+$4.01M
5
MDT icon
Medtronic
MDT
+$3.2M

Top Sells

Rank Stock Value
1
ES icon
Eversource Energy
ES
+$2.71M
2
EBAY icon
eBay
EBAY
+$1.33M
3
HPQ icon
HP
HPQ
+$1.32M
4
AON icon
Aon
AON
+$1.2M
5
RS icon
Reliance Steel & Aluminium
RS
+$921K

Sector Composition

Rank Sector Weight
1 Technology 33.09%
2 Financials 12.88%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LYV icon
301
Live Nation Entertainment
LYV
$43.3B
$586K 0.05%
5,359
– –
ANSS
302
DELISTED
Ansys
ANSS
$585K 0.05%
1,839
+1,834
+36,680% +$583K
ZM icon
303
Zoom
ZM
$32.2B
$584K 0.05%
8,389
– –
CRWD icon
304
CrowdStrike
CRWD
$230B
$569K 0.05%
8,120
-10,036
-55% -$713K
HUBB icon
305
Hubbell
HUBB
$26.8B
$569K 0.05%
1,329
– –
HUM icon
306
Humana
HUM
$46.2B
$559K 0.05%
1,767
-51
-3% -$18.2K
JLL icon
307
Jones Lang LaSalle
JLL
$17B
$551K 0.04%
2,045
+1,572
+332% +$381K
KEYS icon
308
Keysight
KEYS
$60.5B
$546K 0.04%
3,440
+1,321
+62% +$188K
TFC icon
309
Truist Financial
TFC
$64.7B
$544K 0.04%
12,721
+6,184
+95% +$261K
AIZ icon
310
Assurant
AIZ
$13.9B
$535K 0.04%
2,695
– –
EXAS
311
DELISTED
Exact Sciences
EXAS
$535K 0.04%
7,856
-262
-3% -$14.8K
WSM icon
312
Williams-Sonoma
WSM
$28.5B
$530K 0.04%
3,423
-5,591
-62% -$802K
CAH icon
313
Cardinal Health
CAH
$53.8B
$523K 0.04%
4,739
– –
PFG icon
314
Principal Financial Group
PFG
$24.6B
$514K 0.04%
5,993
– –
DXCM icon
315
DexCom
DXCM
$34.5B
$509K 0.04%
7,603
-5,802
-43% -$476K
BEN icon
316
Franklin Resources
BEN
$17.2B
$509K 0.04%
25,267
– –
ESS icon
317
Essex Property Trust
ESS
$18.5B
$494K 0.04%
1,673
– –
CEG icon
318
Constellation Energy
CEG
$98.7B
$488K 0.04%
1,880
+1,603
+579% +$319K
DECK icon
319
Deckers Outdoor
DECK
$12.7B
$486K 0.04%
3,048
– –
AJG icon
320
Arthur J. Gallagher & Co
AJG
$65B
$464K 0.04%
1,651
– –
APTV icon
321
Aptiv
APTV
$10.2B
$455K 0.04%
+6,320
New +$441K
NOC icon
322
Northrop Grumman
NOC
$81.6B
$447K 0.04%
848
+166
+24% +$81.3K
DVA icon
323
DaVita
DVA
$11.4B
$447K 0.04%
2,729
– –
UNP icon
324
Union Pacific
UNP
$177B
$446K 0.04%
1,812
+100
+6% +$24.2K
IR icon
325
Ingersoll Rand
IR
$32.7B
$443K 0.04%
4,521
– –
11 12
13
14 15

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CIP
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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
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
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Plato Investment Management's Q3 2024 Portfolio in Review

As of Q3 2024, Plato Investment Management held 582 positions worth $1.23B, up 15% from $1.07B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Plato Investment Management deployed $94.2M of net new capital in Q3 2024, opening 87 new positions and adding to 150 existing holdings. Its largest new stake was Accenture: 18,313 shares worth $6.47M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 35% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Eversource Energy, an estimated $2.71M trimmed.

  • Plato Investment Management's largest Q3 2024 buy was Accenture: 18,313 shares worth $6.47M.
  • Plato Investment Management added most to EOG Resources in Q3 2024, an estimated $2.81M increase.
  • Plato Investment Management's biggest Q3 2024 reduction was Eversource Energy, cutting an estimated $2.71M.
  • Plato Investment Management fully exited Walgreens Boots Alliance in Q3 2024, selling an estimated $616K.
  • Plato Investment Management's ten largest holdings make up 32% of its $1.23B portfolio in Q3 2024.
  • Plato Investment Management opened 87 new positions and closed 35 in Q3 2024.
  • Plato Investment Management's portfolio value rose 15% quarter-over-quarter to $1.23B.

Based on Plato Investment Management's 13F filing for Q3 2024, filed 6 Nov 2024.