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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
+13.94%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$967M
AUM Growth
+$886M
Cap. Flow
+$831M
Cap. Flow %
85.93%
Top 10 Hldgs %
31.31%
Holding
524
New
69
Increased
304
Reduced
34
Closed
35

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$55.5M
2
AAPL icon
Apple
AAPL
+$55M
3
NVDA icon
NVIDIA
NVDA
+$35.4M
4
AMZN icon
Amazon
AMZN
+$30M
5
META icon
Meta Platforms (Facebook)
META
+$20M

Top Sells

Rank Stock Value
1
MPC icon
Marathon Petroleum
MPC
+$277K
2
LNC icon
Lincoln National
LNC
+$242K
3
WBA
Walgreens Boots Alliance
WBA
+$161K
4
HESM icon
Hess Midstream
HESM
+$150K
5
KSS icon
Kohl's
KSS
+$128K

Sector Composition

Rank Sector Weight
1 Technology 32.23%
2 Healthcare 12.51%
3 Financials 11.5%
4 Consumer Discretionary 10.59%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TWLO icon
326
Twilio
TWLO
$39.3B
$173K 0.02%
2,829
+2,583
+1,050% +$170K
TFC icon
327
Truist Financial
TFC
$63.9B
$172K 0.02%
4,412
+1,556
+54% +$56.9K
RITM icon
328
Rithm Capital
RITM
$5.72B
$170K 0.02%
+15,275
New +$164K
MPWR icon
329
Monolithic Power Systems
MPWR
$68.9B
$170K 0.02%
251
+214
+578% +$143K
DOW icon
330
Dow Inc
DOW
$22.6B
$169K 0.02%
2,916
– –
DD icon
331
DuPont de Nemours
DD
$19.5B
$165K 0.02%
+1,716
New +$153K
HESM icon
332
Hess Midstream
HESM
$5.2B
$155K 0.02%
4,282
-4,428
-51% -$150K
NLY icon
333
Annaly Capital Management
NLY
$17.4B
$150K 0.02%
+7,597
New +$146K
TOL icon
334
Toll Brothers
TOL
$14.3B
$147K 0.02%
1,140
– –
TXN icon
335
Texas Instruments
TXN
$257B
$141K 0.01%
810
-315
-28% -$52.5K
COKE icon
336
Coca-Cola Consolidated
COKE
$12.1B
$141K 0.01%
1,660
-620
-27% -$53.4K
DECK icon
337
Deckers Outdoor
DECK
$12.8B
$135K 0.01%
+858
New +$119K
IRM icon
338
Iron Mountain
IRM
$36.4B
$133K 0.01%
1,661
– –
ZBH icon
339
Zimmer Biomet
ZBH
$18.5B
$123K 0.01%
930
+831
+839% +$104K
WAL icon
340
Western Alliance Bancorporation
WAL
$8.89B
$121K 0.01%
1,883
+1,339
+246% +$82.2K
AKAM icon
341
Akamai
AKAM
$16.8B
$118K 0.01%
+1,088
New +$125K
XRX icon
342
Xerox
XRX
$423M
$115K 0.01%
+6,447
New +$113K
DDS icon
343
Dillards
DDS
$10.1B
$110K 0.01%
234
-173
-43% -$70.9K
EQIX icon
344
Equinix
EQIX
$102B
$109K 0.01%
132
+77
+140% +$64.8K
BECN
345
DELISTED
Beacon Roofing Supply, Inc.
BECN
$109K 0.01%
1,110
+648
+140% +$56.3K
ENPH icon
346
Enphase Energy
ENPH
$5.59B
$104K 0.01%
862
+525
+156% +$61.3K
MTCH icon
347
Match Group
MTCH
$8.45B
$102K 0.01%
2,810
+2,175
+343% +$78.6K
IBP icon
348
Installed Building Products
IBP
$6.63B
$101K 0.01%
391
– –
CRBG icon
349
Corebridge Financial
CRBG
$14.9B
$100K 0.01%
+3,484
New +$86K
CSL icon
350
Carlisle Companies
CSL
$15.5B
$89.7K 0.01%
+229
New +$77.7K
12 13
14
15 16

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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 Q1 2024 Portfolio in Review

As of Q1 2024, Plato Investment Management held 524 positions worth $967M, up 1,086% from $81.6M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Plato Investment Management deployed $831M of net new capital in Q1 2024, opening 69 new positions and adding to 304 existing holdings. Its largest new stake was Advanced Micro Devices: 26,618 shares worth $4.8M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 34% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Marathon Petroleum, an estimated $277K trimmed.

  • Plato Investment Management's largest Q1 2024 buy was Advanced Micro Devices: 26,618 shares worth $4.8M.
  • Plato Investment Management added most to Microsoft in Q1 2024, an estimated $55.5M increase.
  • Plato Investment Management's biggest Q1 2024 reduction was Marathon Petroleum, cutting an estimated $277K.
  • Plato Investment Management fully exited Lincoln National in Q1 2024, selling an estimated $242K.
  • Plato Investment Management's ten largest holdings make up 31% of its $967M portfolio in Q1 2024.
  • Plato Investment Management opened 69 new positions and closed 35 in Q1 2024.
  • Plato Investment Management's portfolio value rose 1,086% quarter-over-quarter to $967M.

Based on Plato Investment Management's 13F filing for Q1 2024, filed 15 May 2024.