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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
BEN icon
351
Franklin Resources
BEN
$17B
$429K 0.03%
21,063
-4,204
-17% -$88.6K
HST icon
352
Host Hotels & Resorts
HST
$15.6B
$429K 0.03%
24,391
– –
CEG icon
353
Constellation Energy
CEG
$98.9B
$422K 0.03%
1,880
– –
IR icon
354
Ingersoll Rand
IR
$32.9B
$410K 0.03%
4,521
– –
DVA icon
355
DaVita
DVA
$11.4B
$410K 0.03%
2,729
– –
PAYC icon
356
Paycom
PAYC
$9.33B
$409K 0.03%
1,988
– –
AFG icon
357
American Financial Group
AFG
$12B
$402K 0.03%
+2,925
New +$403K
FOXA icon
358
Fox Class A
FOXA
$26.1B
$401K 0.03%
8,227
– –
NOC icon
359
Northrop Grumman
NOC
$81.6B
$399K 0.03%
848
– –
HUM icon
360
Humana
HUM
$46.1B
$396K 0.03%
1,554
-213
-12% -$57.1K
NEE icon
361
NextEra Energy
NEE
$179B
$393K 0.03%
5,469
+4,549
+494% +$353K
MFC icon
362
Manulife Financial
MFC
$73.1B
$389K 0.03%
12,623
– –
WELL icon
363
Welltower
WELL
$166B
$389K 0.03%
3,075
– –
NLY icon
364
Annaly Capital Management
NLY
$17.5B
$388K 0.03%
21,147
+16,649
+370% +$325K
CARR icon
365
Carrier Global
CARR
$52.3B
$381K 0.03%
5,568
-4,615
-45% -$348K
VLO icon
366
Valero Energy
VLO
$94B
$368K 0.03%
2,993
+905
+43% +$121K
PRMB
367
Primo Brands
PRMB
$8.6B
$368K 0.03%
+11,902
New +$353K
FWONK icon
368
Liberty Media Series C
FWONK
$26.2B
$363K 0.03%
3,908
– –
ORI icon
369
Old Republic International
ORI
$10.3B
$362K 0.03%
+9,965
New +$364K
BKE icon
370
Buckle
BKE
$2.33B
$360K 0.03%
+7,066
New +$334K
QRVO icon
371
Qorvo
QRVO
$8.52B
$360K 0.03%
5,128
+4,879
+1,959% +$391K
CCJ icon
372
Cameco
CCJ
$43.2B
$360K 0.03%
+6,972
New +$380K
GFF icon
373
Griffon
GFF
$4.73B
$358K 0.03%
5,000
+1,620
+48% +$118K
COO icon
374
Cooper Companies
COO
$14.9B
$353K 0.03%
3,827
– –
UPS icon
375
United Parcel Service
UPS
$88.3B
$350K 0.03%
2,768
+331
+14% +$43.6K
13 14
15
16 17

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DF
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SFI
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NM
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NMC
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VCM
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PAIM
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HHAM
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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.