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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 | |
|---|---|---|---|---|---|---|
351
NextEra Energy
NEE
$179B
| $12.5K | 0.02% |
+206
| New | +$11.7K |
|
352
Moderna
MRNA
$24.2B
| $12.4K | 0.02% |
+125
| New | +$10.5K |
|
353
Paylocity
PCTY
$7.7B
| $12.4K | 0.02% |
+75
| New | +$12.6K |
|
354
Zimmer Biomet
ZBH
$18.5B
| $12K | 0.01% |
+99
| New | +$11K |
|
355
Qualys
QLYS
$6.51B
| $12K | 0.01% |
+61
| New | +$10.7K |
|
|
TMHC
356
DELISTED
Taylor Morrison
TMHC
| $11.7K | 0.01% |
+220
| New | +$9.84K |
|
357
Ryman Hospitality Properties
RHP
$7.7B
| $11.3K | 0.01% |
+103
| New | +$9.81K |
|
358
Ameriprise Financial
AMP
$49.7B
| $11K | 0.01% |
+29
| New | +$9.94K |
|
359
Yext
YEXT
$572M
| $10.7K | 0.01% |
+1,824
| New | +$11.2K |
|
360
Signet Jewelers
SIG
$3.68B
| $10.6K | 0.01% |
+99
| New | +$8.12K |
|
361
Teradata
TDC
$2.5B
| $10.5K | 0.01% |
+242
| New | +$10.9K |
|
362
LegalZoom.com
LZ
$932M
| $10.2K | 0.01% |
+902
| New | +$9.82K |
|
363
Medifast
MED
$130M
| $8.94K | 0.01% |
+133
| New | +$9.27K |
|
364
UDR
UDR
$12B
| $8.42K | 0.01% |
+220
| New | +$7.65K |
|
365
Cardinal Health
CAH
$55.9B
| $8.37K | 0.01% |
+83
| New | +$8.23K |
|
366
Marriott International
MAR
$91.1B
| $8.34K | 0.01% |
+37
| New | +$7.5K |
|
367
H&R Block
HRB
$5.92B
| $7.93K | 0.01% |
+164
| New | +$7.31K |
|
|
DFS
368
DELISTED
Discover Financial Services
DFS
| $7.87K | 0.01% |
+70
| New | +$6.47K |
|
369
IQVIA
IQV
$40.1B
| $7.4K | 0.01% |
+32
| New | +$6.57K |
|
370
Parker-Hannifin
PH
$134B
| $7.37K | 0.01% |
+16
| New | +$6.66K |
|
371
Constellation Brands
STZ
$22.9B
| $7.25K | 0.01% |
+30
| New | +$7.13K |
|
372
Generac Holdings
GNRC
$12.7B
| $7.24K | 0.01% |
+56
| New | +$6.14K |
|
373
Amphenol
APH
$206B
| $7.24K | 0.01% |
+146
| New | +$6.45K |
|
|
CFLT
374
DELISTED
Confluent
CFLT
| $6.76K | 0.01% |
+289
| New | +$6.98K |
|
375
Super Micro Computer
SMCI
$20.4B
| $6.54K | 0.01% |
+230
| New | +$6.38K |
|
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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.