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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
BSY icon
351
Bentley Systems
BSY
$10.7B
$383K 0.03%
9,619
+90
+0.9% +$4.02K
NTNX icon
352
Nutanix
NTNX
$17.2B
$379K 0.03%
5,377
– –
AFL icon
353
Aflac
AFL
$60.4B
$375K 0.03%
3,338
+30
+0.9% +$3.18K
IR icon
354
Ingersoll Rand
IR
$32.6B
$366K 0.03%
4,521
– –
EL icon
355
Estee Lauder
EL
$31.6B
$358K 0.03%
5,365
-4,833
-47% -$350K
CARR icon
356
Carrier Global
CARR
$52.8B
$357K 0.03%
5,568
– –
FWONK icon
357
Liberty Media Series C
FWONK
$25.8B
$356K 0.03%
3,908
– –
NET icon
358
Cloudflare
NET
$112B
$351K 0.03%
3,082
-1,608
-34% -$213K
HST icon
359
Host Hotels & Resorts
HST
$15.4B
$350K 0.03%
24,391
– –
HON icon
360
Honeywell
HON
$73.4B
$339K 0.03%
1,683
-1,718
-51% -$348K
TEVA icon
361
Teva Pharmaceuticals
TEVA
$43B
$338K 0.03%
21,762
-24,495
-53% -$438K
DOCS icon
362
Doximity
DOCS
$4.49B
$336K 0.03%
5,731
+1,860
+48% +$117K
CEG icon
363
Constellation Energy
CEG
$99.9B
$334K 0.03%
1,637
-243
-13% -$65.1K
HUBS icon
364
HubSpot
HUBS
$10.6B
$330K 0.03%
572
+124
+28% +$87K
PAGP icon
365
Plains GP Holdings
PAGP
$4.95B
$328K 0.03%
15,203
-20,609
-58% -$434K
TTD icon
366
Trade Desk
TTD
$6.17B
$327K 0.03%
5,918
-11,525
-66% -$1.04M
COO icon
367
Cooper Companies
COO
$14.7B
$326K 0.03%
3,827
– –
EW icon
368
Edwards Lifesciences
EW
$53.1B
$324K 0.03%
4,425
-136
-3% -$9.73K
DRI icon
369
Darden Restaurants
DRI
$25B
$320K 0.03%
1,526
+36
+2% +$6.95K
YOU icon
370
Clear Secure
YOU
$4.85B
$320K 0.03%
12,234
+1,888
+18% +$47K
TRMB icon
371
Trimble
TRMB
$13.3B
$311K 0.03%
4,692
– –
PHM icon
372
Pultegroup
PHM
$24.7B
$311K 0.03%
2,991
-1,775
-37% -$192K
KMI icon
373
Kinder Morgan
KMI
$70.3B
$307K 0.03%
+10,652
New +$295K
AVY icon
374
Avery Dennison
AVY
$13.5B
$297K 0.03%
1,650
– –
VLTO icon
375
Veralto
VLTO
$23.6B
$296K 0.02%
3,002
+15
+0.5% +$1.5K
13 14
15
16 17

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
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
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 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.