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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
NLY icon
326
Annaly Capital Management
NLY
$17.3B
$586K 0.04%
+31,238
New +$594K
WBD icon
327
Warner Bros
WBD
$67.4B
$583K 0.04%
51,049
+39,487
+342% +$368K
UPS icon
328
United Parcel Service
UPS
$89.1B
$562K 0.04%
5,591
+702
+14% +$69.1K
TTD icon
329
Trade Desk
TTD
$6.29B
$551K 0.04%
7,684
+1,766
+30% +$113K
LMT icon
330
Lockheed Martin
LMT
$139B
$551K 0.04%
1,193
-6
-0.5% -$2.81K
AXON
331
Axon Enterprise
AXON
$48.4B
$549K 0.04%
666
-884
-57% -$602K
HUBB icon
332
Hubbell
HUBB
$26.7B
$541K 0.04%
1,329
– –
MAS icon
333
Masco
MAS
$14.7B
$539K 0.04%
8,410
+2
+0% +$126
WIX icon
334
WIX.com
WIX
$2.61B
$538K 0.04%
3,408
-507
-13% -$81.7K
F icon
335
Ford
F
$55.8B
$537K 0.04%
49,707
-48,513
-49% -$494K
NGD
336
DELISTED
New Gold Inc
NGD
$535K 0.04%
108,318
+48,264
+80% +$198K
P
337
Everpure Inc
P
$32.6B
$534K 0.04%
9,304
– –
TAP icon
338
Molson Coors Class B
TAP
$7.93B
$530K 0.04%
11,052
-11,373
-51% -$626K
AJG icon
339
Arthur J. Gallagher & Co
AJG
$64.7B
$527K 0.04%
1,652
+1
+0.1% +$330
EXE
340
Expand Energy Corp
EXE
$22.6B
$520K 0.04%
4,466
– –
FICO icon
341
Fair Isaac
FICO
$22.7B
$519K 0.04%
+285
New +$535K
BSY icon
342
Bentley Systems
BSY
$10.7B
$518K 0.04%
9,626
+7
+0.1% +$324
AOS icon
343
A.O. Smith
AOS
$8.48B
$513K 0.04%
7,847
– –
UTHR icon
344
United Therapeutics
UTHR
$22.7B
$511K 0.04%
1,786
– –
BEN icon
345
Franklin Resources
BEN
$17B
$501K 0.04%
21,063
– –
RVTY icon
346
Revvity
RVTY
$12.9B
$500K 0.04%
+5,191
New +$489K
MMM icon
347
3M
MMM
$93.9B
$498K 0.04%
3,284
-5,135
-61% -$734K
VLO icon
348
Valero Energy
VLO
$90.7B
$494K 0.04%
3,692
+325
+10% +$40.5K
KHC icon
349
Kraft Heinz
KHC
$29.6B
$488K 0.04%
18,979
+13
+0.1% +$361
FOXA icon
350
Fox Class A
FOXA
$26.6B
$459K 0.03%
8,227
– –
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
CGH
Contrarius Group Holdings Hamilton, Bermuda $1.77B AUM 83.15% 1-Year Est. Return

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.