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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
COR icon
326
Cencora
COR
$63.7B
$517K 0.04%
1,839
-226
-11% -$56.8K
LEN icon
327
Lennar Class A
LEN
$21.1B
$517K 0.04%
4,454
-2,879
-39% -$360K
MANH icon
328
Manhattan Associates
MANH
$11.4B
$511K 0.04%
2,923
-74
-2% -$15.4K
EXE
329
Expand Energy Corp
EXE
$22.7B
$503K 0.04%
+4,466
New +$465K
DDOG icon
330
Datadog
DDOG
$88.6B
$501K 0.04%
4,993
-1,893
-27% -$239K
PFG icon
331
Principal Financial Group
PFG
$24.2B
$483K 0.04%
5,665
-328
-5% -$27.3K
FOXA icon
332
Fox Class A
FOXA
$26.1B
$471K 0.04%
8,227
– –
VRT icon
333
Vertiv
VRT
$108B
$461K 0.04%
6,322
-13,191
-68% -$1.4M
ALGN icon
334
Align Technology
ALGN
$12.3B
$458K 0.04%
2,850
– –
AEM icon
335
Agnico Eagle Mines
AEM
$92B
$451K 0.04%
4,121
-34,148
-89% -$3.27M
VLO icon
336
Valero Energy
VLO
$93.3B
$449K 0.04%
3,367
+374
+12% +$49.6K
BRO icon
337
Brown & Brown
BRO
$23.9B
$447K 0.04%
3,552
-2,419
-41% -$270K
HUBB icon
338
Hubbell
HUBB
$27.5B
$445K 0.04%
1,329
– –
CLS icon
339
Celestica
CLS
$39.1B
$444K 0.04%
5,566
-4,888
-47% -$519K
ZBRA icon
340
Zebra Technologies
ZBRA
$18.1B
$440K 0.04%
1,539
+11
+0.7% +$3.76K
PAYC icon
341
Paycom
PAYC
$9.57B
$435K 0.04%
1,970
-18
-0.9% -$3.8K
FCX icon
342
Freeport-McMoran
FCX
$96.4B
$430K 0.04%
11,242
-41,371
-79% -$1.58M
DVA icon
343
DaVita
DVA
$11.4B
$422K 0.04%
2,729
– –
JBL icon
344
Jabil
JBL
$37.4B
$420K 0.04%
3,056
+23
+0.8% +$3.54K
OVV icon
345
Ovintiv
OVV
$17.6B
$419K 0.04%
9,674
+9,652
+43,873% +$412K
P
346
Everpure Inc
P
$36.4B
$416K 0.04%
9,304
– –
HUM icon
347
Humana
HUM
$44.8B
$416K 0.04%
1,554
– –
BEN icon
348
Franklin Resources
BEN
$16.9B
$410K 0.03%
21,063
– –
FUTU icon
349
Futu Holdings
FUTU
$14.7B
$404K 0.03%
3,903
-3,187
-45% -$326K
AIG icon
350
American International
AIG
$40.4B
$403K 0.03%
4,584
+46
+1% +$3.58K
12 13
14
15 16

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.