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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
CINF icon
301
Cincinnati Financial
CINF
$26.6B
$724K 0.05%
5,022
-4,000
-44% -$584K
DAY
302
DELISTED
Dayforce
DAY
$715K 0.05%
9,801
– –
A icon
303
Agilent Technologies
A
$42.2B
$706K 0.05%
5,238
+443
+9% +$60.7K
L icon
304
Loews
L
$23.1B
$705K 0.05%
8,289
– –
WPM icon
305
Wheaton Precious Metals
WPM
$61B
$699K 0.05%
12,373
-3,185
-20% -$197K
CRWD icon
306
CrowdStrike
CRWD
$226B
$697K 0.05%
8,120
– –
UTHR icon
307
United Therapeutics
UTHR
$22.1B
$690K 0.05%
1,949
-645
-25% -$237K
PAAS icon
308
Pan American Silver
PAAS
$21.8B
$666K 0.05%
32,802
– –
HOOD icon
309
Robinhood
HOOD
$84.9B
$661K 0.05%
17,672
+12,454
+239% +$402K
PAGP icon
310
Plains GP Holdings
PAGP
$4.97B
$661K 0.05%
35,812
+21,146
+144% +$393K
BR icon
311
Broadridge
BR
$19.5B
$653K 0.05%
2,879
– –
HAL icon
312
Halliburton
HAL
$28.2B
$652K 0.05%
23,903
– –
CSL icon
313
Carlisle Companies
CSL
$15.5B
$649K 0.05%
1,754
– –
REG icon
314
Regency Centers
REG
$13.9B
$642K 0.05%
8,657
– –
INCY icon
315
Incyte
INCY
$24.5B
$638K 0.05%
9,197
– –
CAH icon
316
Cardinal Health
CAH
$56.3B
$632K 0.05%
5,323
+584
+12% +$68.2K
BMRN icon
317
BioMarin Pharmaceuticals
BMRN
$13.5B
$620K 0.05%
9,402
+4,334
+86% +$290K
MAS icon
318
Masco
MAS
$15B
$612K 0.05%
8,408
– –
BRO icon
319
Brown & Brown
BRO
$23.9B
$611K 0.04%
5,971
-981
-14% -$105K
ALGN icon
320
Align Technology
ALGN
$12.3B
$596K 0.04%
2,850
– –
ZBRA icon
321
Zebra Technologies
ZBRA
$18.1B
$592K 0.04%
+1,528
New +$592K
KHC icon
322
Kraft Heinz
KHC
$29.2B
$581K 0.04%
18,854
– –
MCO icon
323
Moody's
MCO
$82.5B
$576K 0.04%
1,213
+646
+114% +$308K
P
324
Everpure Inc
P
$36.4B
$574K 0.04%
+9,304
New +$518K
MNDY icon
325
monday.com
MNDY
$3.7B
$573K 0.04%
2,425
– –
11 12
13
14 15

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CIP
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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.