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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
+14.51%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.33B
AUM Growth
+$143M
Cap. Flow
+$32.2M
Cap. Flow %
2.42%
Top 10 Hldgs %
32.85%
Holding
560
New
33
Increased
318
Reduced
101
Closed
44

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$5.24M
2
TD icon
Toronto Dominion Bank
TD
+$2.67M
3
AAPL icon
Apple
AAPL
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

Rank Stock Value
1
KGC icon
Kinross Gold
KGC
+$2.68M
2
TRI icon
Thomson Reuters
TRI
+$2.41M
3
SHOP icon
Shopify
SHOP
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

Rank Sector Weight
1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MGM icon
301
MGM Resorts International
MGM
$10.9B
$715K 0.05%
20,855
+10
+0% +$317
MNDY icon
302
monday.com
MNDY
$3.75B
$708K 0.05%
2,259
-181
-7% -$50.4K
FITB
303
Fifth Third Bancorp
FITB
$51.8B
$704K 0.05%
17,174
– –
BR icon
304
Broadridge
BR
$19.8B
$697K 0.05%
2,879
– –
WBA
305
DELISTED
Walgreens Boots Alliance
WBA
$691K 0.05%
60,393
-32,796
-35% -$365K
AVB icon
306
AvalonBay Communities
AVB
$26.3B
$683K 0.05%
3,368
+6
+0.2% +$1.23K
EPAM icon
307
EPAM Systems
EPAM
$5.02B
$680K 0.05%
3,859
+3,608
+1,437% +$603K
ARE icon
308
Alexandria Real Estate Equities
ARE
$8.32B
$678K 0.05%
+9,369
New +$696K
FUTU icon
309
Futu Holdings
FUTU
$15.2B
$677K 0.05%
5,496
+1,593
+41% +$163K
WELL icon
310
Welltower
WELL
$169B
$673K 0.05%
4,392
+5
+0.1% +$747
DDOG icon
311
Datadog
DDOG
$93.6B
$669K 0.05%
4,997
+4
+0.1% +$443
DOCU
312
DocuSign
DOCU
$11.4B
$666K 0.05%
8,587
+6
+0.1% +$485
GEHC icon
313
GE HealthCare
GEHC
$32.9B
$658K 0.05%
8,921
+6,612
+286% +$460K
WSM icon
314
Williams-Sonoma
WSM
$29.5B
$656K 0.05%
4,033
+3
+0.1% +$471
CSL icon
315
Carlisle Companies
CSL
$15.3B
$653K 0.05%
1,754
– –
BABA icon
316
Alibaba
BABA
$317B
$636K 0.05%
5,628
+388
+7% +$45.9K
INCY icon
317
Incyte
INCY
$24.6B
$624K 0.05%
9,197
– –
BIIB icon
318
Biogen
BIIB
$30.6B
$618K 0.05%
4,939
+3,869
+362% +$482K
COR icon
319
Cencora
COR
$62B
$617K 0.05%
2,066
+227
+12% +$65.4K
REG icon
320
Regency Centers
REG
$13.9B
$615K 0.05%
8,659
+2
+0% +$143
PAAS icon
321
Pan American Silver
PAAS
$21.8B
$610K 0.05%
+21,628
New +$560K
IOT icon
322
Samsara
IOT
$23.2B
$606K 0.05%
15,296
+4
+0% +$165
CPRT icon
323
Copart
CPRT
$27.4B
$602K 0.05%
12,307
+12,203
+11,734% +$683K
JLL icon
324
Jones Lang LaSalle
JLL
$16.4B
$594K 0.04%
2,330
+5
+0.2% +$1.15K
ZBRA icon
325
Zebra Technologies
ZBRA
$17.9B
$590K 0.04%
1,921
+382
+25% +$104K
11 12
13
14 15

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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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CGH
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Plato Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Plato Investment Management held 560 positions worth $1.33B, up 12% from $1.19B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Plato Investment Management's Q2 2025 filing shows 33 new, 318 increased, 101 reduced and 44 closed positions. Its largest new stake was Toronto Dominion Bank: 40,872 shares worth $2.99M. The largest sale was Kinross Gold, an estimated $2.68M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 32% a quarter earlier, followed by Financials and Healthcare.

  • Plato Investment Management's largest Q2 2025 buy was Toronto Dominion Bank: 40,872 shares worth $2.99M.
  • Plato Investment Management added most to Broadcom in Q2 2025, an estimated $5.24M increase.
  • Plato Investment Management's biggest Q2 2025 reduction was Thomson Reuters, cutting an estimated $2.41M.
  • Plato Investment Management fully exited Kinross Gold in Q2 2025, selling an estimated $2.68M.
  • Plato Investment Management's ten largest holdings make up 33% of its $1.33B portfolio in Q2 2025.
  • Plato Investment Management opened 33 new positions and closed 44 in Q2 2025.
  • Plato Investment Management's portfolio value rose 12% quarter-over-quarter to $1.33B.

Based on Plato Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.