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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
ULTA icon
301
Ulta Beauty
ULTA
$23.3B
$638K 0.05%
1,721
– –
BURL icon
302
Burlington
BURL
$22.6B
$628K 0.05%
2,605
-2,025
-44% -$525K
PODD icon
303
Insulet
PODD
$10B
$625K 0.05%
2,355
-613
-21% -$166K
MGM icon
304
MGM Resorts International
MGM
$11.1B
$625K 0.05%
+20,845
New +$700K
A icon
305
Agilent Technologies
A
$42.2B
$619K 0.05%
5,238
– –
BBY icon
306
Best Buy
BBY
$17.6B
$619K 0.05%
8,321
-1,417
-15% -$117K
CSL icon
307
Carlisle Companies
CSL
$15.5B
$604K 0.05%
1,754
– –
MNDY icon
308
monday.com
MNDY
$3.7B
$600K 0.05%
2,440
+15
+0.6% +$3.96K
CSGP icon
309
CoStar Group
CSGP
$12.6B
$599K 0.05%
7,473
-6,271
-46% -$477K
IOT icon
310
Samsara
IOT
$23.5B
$592K 0.05%
15,292
-3,054
-17% -$142K
MAS icon
311
Masco
MAS
$15B
$591K 0.05%
8,408
– –
KHC icon
312
Kraft Heinz
KHC
$29.2B
$583K 0.05%
18,966
+112
+0.6% +$3.35K
JLL icon
313
Jones Lang LaSalle
JLL
$16.7B
$583K 0.05%
2,325
-3,518
-60% -$926K
MOH icon
314
Molina Healthcare
MOH
$10.2B
$580K 0.05%
1,743
– –
PPC icon
315
Pilgrim's Pride
PPC
$6.4B
$579K 0.05%
+10,514
New +$526K
AJG icon
316
Arthur J. Gallagher & Co
AJG
$65B
$576K 0.05%
1,651
– –
STN icon
317
Stantec
STN
$8.5B
$568K 0.05%
+6,781
New +$542K
KEYS icon
318
Keysight
KEYS
$58.7B
$567K 0.05%
3,743
+303
+9% +$50K
INCY icon
319
Incyte
INCY
$24.5B
$563K 0.05%
9,197
– –
UTHR icon
320
United Therapeutics
UTHR
$22.1B
$557K 0.05%
1,786
-163
-8% -$55.9K
MFC icon
321
Manulife Financial
MFC
$72.7B
$544K 0.05%
17,260
+4,637
+37% +$140K
UPS icon
322
United Parcel Service
UPS
$88.8B
$544K 0.05%
4,889
+2,121
+77% +$254K
LMT icon
323
Lockheed Martin
LMT
$138B
$541K 0.05%
1,199
-1,846
-61% -$850K
ESS icon
324
Essex Property Trust
ESS
$18.2B
$518K 0.04%
1,673
– –
AOS icon
325
A.O. Smith
AOS
$8.65B
$518K 0.04%
7,847
– –
11 12
13
14 15

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.