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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 | |
|---|---|---|---|---|---|---|
376
Veracyte
VCYT
$3.73B
| $5.61K | 0.01% |
+204
| New | +$4.92K |
|
377
Ametek
AME
$58.8B
| $5.44K | 0.01% |
+33
| New | +$5.03K |
|
378
Fortive
FTV
$18.6B
| $5.37K | 0.01% |
+97
| New | +$5.12K |
|
379
Consolidated Edison
ED
$39.8B
| $5.09K | 0.01% |
+56
| New | +$5K |
|
380
Agilent Technologies
A
$42.2B
| $4.73K | 0.01% |
+34
| New | +$4.04K |
|
381
Tetra Tech
TTEK
$9.06B
| $4.67K | 0.01% |
+140
| New | +$4.47K |
|
382
Sysco
SYY
$40.3B
| $4.61K | 0.01% |
+63
| New | +$4.35K |
|
|
HES
383
DELISTED
Hess
HES
| $4.47K | 0.01% |
+31
| New | +$4.54K |
|
384
Moody's
MCO
$82.5B
| $4.3K | 0.01% |
+11
| New | +$3.82K |
|
385
Occidental Petroleum
OXY
$59B
| $4.24K | 0.01% |
+71
| New | +$4.33K |
|
|
IPG
386
DELISTED
Interpublic Group of Companies
IPG
| $4.11K | 0.01% |
+126
| New | +$3.79K |
|
387
Antero Resources
AR
$11.6B
| $3.7K | ﹤0.01% |
+163
| New | +$4.13K |
|
388
RPM International
RPM
$14.9B
| $3.57K | ﹤0.01% |
+32
| New | +$3.23K |
|
389
C.H. Robinson
CHRW
$17B
| $3.28K | ﹤0.01% |
+38
| New | +$3.18K |
|
390
Expedia Group
EXPE
$38.5B
| $3.19K | ﹤0.01% |
+21
| New | +$2.57K |
|
391
SM Energy
SM
$7.73B
| $3.14K | ﹤0.01% |
+81
| New | +$3.12K |
|
392
Toast
TOST
$20.2B
| $3.12K | ﹤0.01% |
+171
| New | +$2.8K |
|
393
East-West Bancorp
EWBC
$18.2B
| $2.88K | ﹤0.01% |
+40
| New | +$2.41K |
|
394
Yelp
YELP
$1.28B
| $2.7K | ﹤0.01% |
+57
| New | +$2.52K |
|
395
Principal Financial Group
PFG
$24.2B
| $2.67K | ﹤0.01% |
+34
| New | +$2.46K |
|
396
Synaptics
SYNA
$4.18B
| $2.62K | ﹤0.01% |
+23
| New | +$2.28K |
|
397
LiveRamp
RAMP
$2.3B
| $2.61K | ﹤0.01% |
+69
| New | +$2.22K |
|
398
Ross Stores
ROST
$80.8B
| $2.49K | ﹤0.01% |
+18
| New | +$2.24K |
|
399
New Jersey Resources
NJR
$5.55B
| $2.45K | ﹤0.01% |
+55
| New | +$2.34K |
|
400
Mid-America Apartment Communities
MAA
$15.3B
| $2.42K | ﹤0.01% |
+18
| New | +$2.29K |
|
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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.