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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
+7.45%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.23B
AUM Growth
+$159M
Cap. Flow
+$94.2M
Cap. Flow %
7.64%
Top 10 Hldgs %
31.56%
Holding
582
New
87
Increased
150
Reduced
90
Closed
35

Top Buys

Rank Stock Value
1
ACN icon
Accenture
ACN
+$6.02M
2
TRI icon
Thomson Reuters
TRI
+$4.27M
3
TT icon
Trane Technologies
TT
+$4.1M
4
DB icon
Deutsche Bank
DB
+$4.01M
5
MDT icon
Medtronic
MDT
+$3.2M

Top Sells

Rank Stock Value
1
ES icon
Eversource Energy
ES
+$2.71M
2
EBAY icon
eBay
EBAY
+$1.33M
3
HPQ icon
HP
HPQ
+$1.32M
4
AON icon
Aon
AON
+$1.2M
5
RS icon
Reliance Steel & Aluminium
RS
+$921K

Sector Composition

Rank Sector Weight
1 Technology 33.09%
2 Financials 12.88%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALLY icon
376
Ally Financial
ALLY
$13.4B
$228K 0.02%
6,400
– –
ROKU icon
377
Roku
ROKU
$22.4B
$227K 0.02%
3,044
– –
NGD
378
DELISTED
New Gold Inc
NGD
$226K 0.02%
+77,766
New +$192K
FLUT icon
379
Flutter Entertainment
FLUT
$17.2B
$225K 0.02%
+948
New +$197K
EWBC icon
380
East-West Bancorp
EWBC
$18.2B
$220K 0.02%
2,665
– –
GEHC icon
381
GE HealthCare
GEHC
$32.9B
$212K 0.02%
2,264
– –
SOLV icon
382
Solventum
SOLV
$14.3B
$210K 0.02%
3,010
– –
BWLP icon
383
BW LPG
BWLP
$3.23B
$207K 0.02%
+14,509
New +$227K
IRM icon
384
Iron Mountain
IRM
$36.4B
$197K 0.02%
1,661
– –
RBLX icon
385
Roblox
RBLX
$25.9B
$197K 0.02%
4,456
+3,731
+515% +$156K
HAS icon
386
Hasbro
HAS
$13.7B
$197K 0.02%
2,722
+2,252
+479% +$146K
CPAY icon
387
Corpay
CPAY
$26.7B
$194K 0.02%
621
– –
ZBH icon
388
Zimmer Biomet
ZBH
$18.5B
$189K 0.02%
1,751
+9
+0.5% +$982
CLS icon
389
Celestica
CLS
$39.1B
$188K 0.02%
+3,686
New +$191K
BNS icon
390
Scotiabank
BNS
$108B
$179K 0.01%
+3,288
New +$159K
BAM icon
391
Brookfield Asset Management
BAM
$88.4B
$179K 0.01%
+3,789
New +$159K
TOL icon
392
Toll Brothers
TOL
$14.3B
$176K 0.01%
1,140
– –
BLD
393
DELISTED
TopBuild
BLD
$173K 0.01%
425
+296
+229% +$119K
O icon
394
Realty Income
O
$58.6B
$171K 0.01%
2,704
+2,359
+684% +$140K
CHWY icon
395
Chewy
CHWY
$9.2B
$170K 0.01%
5,819
+2,265
+64% +$60.4K
YOU icon
396
Clear Secure
YOU
$4.97B
$167K 0.01%
5,035
-70
-1% -$1.8K
WAL icon
397
Western Alliance Bancorporation
WAL
$8.89B
$163K 0.01%
1,883
– –
WU icon
398
Western Union
WU
$2.2B
$157K 0.01%
13,177
+1,508
+13% +$18.2K
SM icon
399
SM Energy
SM
$7.73B
$154K 0.01%
3,863
+3,273
+555% +$142K
DPZ icon
400
Domino's
DPZ
$11.8B
$153K 0.01%
356
-2
-0.6% -$869
14 15
16
17 18

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DF
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SFI
Siemens Fonds Invest Munich, Germany $1.75B AUM 26.24% 1-Year Est. Return
NM
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NMC
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SLF
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VCM
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PAIM
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Plato Investment Management's Q3 2024 Portfolio in Review

As of Q3 2024, Plato Investment Management held 582 positions worth $1.23B, up 15% from $1.07B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Plato Investment Management deployed $94.2M of net new capital in Q3 2024, opening 87 new positions and adding to 150 existing holdings. Its largest new stake was Accenture: 18,313 shares worth $6.47M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 35% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Eversource Energy, an estimated $2.71M trimmed.

  • Plato Investment Management's largest Q3 2024 buy was Accenture: 18,313 shares worth $6.47M.
  • Plato Investment Management added most to EOG Resources in Q3 2024, an estimated $2.81M increase.
  • Plato Investment Management's biggest Q3 2024 reduction was Eversource Energy, cutting an estimated $2.71M.
  • Plato Investment Management fully exited Walgreens Boots Alliance in Q3 2024, selling an estimated $616K.
  • Plato Investment Management's ten largest holdings make up 32% of its $1.23B portfolio in Q3 2024.
  • Plato Investment Management opened 87 new positions and closed 35 in Q3 2024.
  • Plato Investment Management's portfolio value rose 15% quarter-over-quarter to $1.23B.

Based on Plato Investment Management's 13F filing for Q3 2024, filed 6 Nov 2024.