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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 | |
|---|---|---|---|---|---|---|
326
PNC Financial Services
PNC
$101B
| $16.6K | 0.02% |
+107
| New | +$13.9K |
|
327
Biogen
BIIB
$30.1B
| $16.6K | 0.02% |
+64
| New | +$15.7K |
|
328
Shutterstock
SSTK
$200M
| $16.5K | 0.02% |
+342
| New | +$14.4K |
|
329
Range Resources
RRC
$9.5B
| $16.2K | 0.02% |
+531
| New | +$17.4K |
|
330
Illumina
ILMN
$29.1B
| $16K | 0.02% |
+118
| New | +$13.6K |
|
331
Manhattan Associates
MANH
$11.4B
| $15.9K | 0.02% |
+74
| New | +$15.7K |
|
332
Essential Utilities
WTRG
$11.4B
| $15.8K | 0.02% |
+422
| New | +$14.7K |
|
333
McCormick & Company Non-Voting
MKC
$14.2B
| $15.3K | 0.02% |
+224
| New | +$14.7K |
|
334
Lattice Semiconductor
LSCC
$17.9B
| $15.2K | 0.02% |
+220
| New | +$14.6K |
|
335
IPG Photonics
IPGP
$3.65B
| $15.1K | 0.02% |
+139
| New | +$13.5K |
|
336
AppFolio
APPF
$7.19B
| $14.9K | 0.02% |
+86
| New | +$16.1K |
|
337
Live Nation Entertainment
LYV
$42.7B
| $14.8K | 0.02% |
+158
| New | +$13.6K |
|
|
DNB
338
DELISTED
Dun & Bradstreet
DNB
| $14.4K | 0.02% |
+1,229
| New | +$12.5K |
|
339
G-III Apparel Group
GIII
$1.44B
| $14.3K | 0.02% |
+421
| New | +$11.8K |
|
340
Ingersoll Rand
IR
$33B
| $14.1K | 0.02% |
+182
| New | +$12.4K |
|
341
GitLab
GTLB
$7.11B
| $14K | 0.02% |
+223
| New | +$11.3K |
|
342
Terex
TEX
$7.74B
| $14K | 0.02% |
+244
| New | +$12.6K |
|
343
Caesars Entertainment
CZR
$6.06B
| $14K | 0.02% |
+299
| New | +$13.3K |
|
344
Beazer Homes USA
BZH
$874M
| $14K | 0.02% |
+414
| New | +$11.3K |
|
345
Macy's
M
$6.45B
| $13.9K | 0.02% |
+692
| New | +$10K |
|
346
Weyerhaeuser
WY
$18B
| $13.9K | 0.02% |
+400
| New | +$12.4K |
|
347
Host Hotels & Resorts
HST
$15.3B
| $13.8K | 0.02% |
+709
| New | +$12.2K |
|
348
Tanger
SKT
$4.43B
| $13.5K | 0.02% |
+488
| New | +$12.1K |
|
349
NetApp
NTAP
$38.9B
| $13.3K | 0.02% |
+151
| New | +$12.2K |
|
|
VSXY
350
Victoria's Secret
VSXY
$7.48B
| $13.3K | 0.02% |
+501
| New | +$10.6K |
|
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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.