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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
FUTU icon
326
Futu Holdings
FUTU
$14.7B
$569K 0.04%
7,090
-1,119
-14% -$105K
BAM icon
327
Brookfield Asset Management
BAM
$88.4B
$564K 0.04%
10,369
+6,580
+174% +$355K
HUBB icon
328
Hubbell
HUBB
$27.5B
$559K 0.04%
1,329
– –
KEYS icon
329
Keysight
KEYS
$58.7B
$555K 0.04%
3,440
– –
TFC icon
330
Truist Financial
TFC
$63.9B
$554K 0.04%
12,721
– –
AOS icon
331
A.O. Smith
AOS
$8.65B
$537K 0.04%
7,847
– –
PHM icon
332
Pultegroup
PHM
$25.2B
$521K 0.04%
4,766
-1,867
-28% -$242K
GD icon
333
General Dynamics
GD
$106B
$520K 0.04%
1,968
– –
MOH icon
334
Molina Healthcare
MOH
$10.2B
$509K 0.04%
1,743
– –
NET icon
335
Cloudflare
NET
$109B
$507K 0.04%
4,690
-3,847
-45% -$376K
RCL icon
336
Royal Caribbean
RCL
$82.1B
$502K 0.04%
2,170
+2,023
+1,376% +$448K
CGAU
337
Centerra Gold
CGAU
$4.24B
$483K 0.04%
84,559
+27,164
+47% +$175K
GEN icon
338
Gen Digital
GEN
$17.4B
$480K 0.04%
17,450
+12,218
+234% +$351K
ESS icon
339
Essex Property Trust
ESS
$18.2B
$479K 0.04%
1,673
– –
AJG icon
340
Arthur J. Gallagher & Co
AJG
$65B
$470K 0.03%
1,651
– –
CHWY icon
341
Chewy
CHWY
$9.2B
$470K 0.03%
13,969
+8,150
+140% +$253K
AFRM icon
342
Affirm
AFRM
$25.7B
$469K 0.03%
7,674
+4,571
+147% +$254K
COR icon
343
Cencora
COR
$63.7B
$466K 0.03%
2,065
+409
+25% +$96.2K
PFG icon
344
Principal Financial Group
PFG
$24.2B
$466K 0.03%
5,993
– –
PCG icon
345
PG&E
PCG
$38.1B
$464K 0.03%
22,918
+7,685
+50% +$156K
BSY icon
346
Bentley Systems
BSY
$11B
$447K 0.03%
+9,529
New +$465K
BABA icon
347
Alibaba
BABA
$306B
$446K 0.03%
+5,240
New +$495K
JBL icon
348
Jabil
JBL
$37.4B
$438K 0.03%
3,033
– –
MDB icon
349
MongoDB
MDB
$35.3B
$435K 0.03%
1,862
+960
+106% +$271K
LNG icon
350
Cheniere Energy
LNG
$54.8B
$434K 0.03%
2,012
+1,993
+10,489% +$405K
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 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.