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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
BEPC icon
376
Brookfield Renewable
BEPC
$6.46B
$348K 0.03%
12,521
-66,461
-84% -$2.04M
AFL icon
377
Aflac
AFL
$60.7B
$343K 0.03%
3,308
– –
ACGL icon
378
Arch Capital
ACGL
$33.5B
$340K 0.03%
3,673
+790
+27% +$79.7K
HOLX
379
DELISTED
Hologic
HOLX
$339K 0.03%
4,691
– –
EW icon
380
Edwards Lifesciences
EW
$54B
$339K 0.02%
4,561
– –
FIX icon
381
Comfort Systems
FIX
$59.4B
$336K 0.02%
+789
New +$346K
TRMB icon
382
Trimble
TRMB
$13.5B
$333K 0.02%
4,692
+4,685
+66,929% +$319K
AIG icon
383
American International
AIG
$40.4B
$332K 0.02%
4,538
– –
NTNX icon
384
Nutanix
NTNX
$17.4B
$330K 0.02%
5,377
+5,072
+1,663% +$331K
GAP
385
The Gap Inc
GAP
$7.55B
$329K 0.02%
13,876
+3,025
+28% +$69K
HUBS icon
386
HubSpot
HUBS
$11B
$313K 0.02%
448
– –
BMI icon
387
Badger Meter
BMI
$3.93B
$312K 0.02%
+1,465
New +$319K
RNG icon
388
RingCentral
RNG
$5.3B
$311K 0.02%
8,861
+8,829
+27,591% +$317K
AVY icon
389
Avery Dennison
AVY
$13.6B
$310K 0.02%
1,650
– –
VLTO icon
390
Veralto
VLTO
$23.9B
$305K 0.02%
2,987
+2,742
+1,119% +$292K
DT icon
391
Dynatrace
DT
$14.4B
$293K 0.02%
5,363
– –
HESM icon
392
Hess Midstream
HESM
$5.2B
$292K 0.02%
+7,865
New +$283K
DRI icon
393
Darden Restaurants
DRI
$25B
$279K 0.02%
1,490
– –
YOU icon
394
Clear Secure
YOU
$4.97B
$277K 0.02%
10,346
+5,311
+105% +$160K
SWKS icon
395
Skyworks Solutions
SWKS
$10.3B
$268K 0.02%
3,010
+2,802
+1,347% +$255K
EWBC icon
396
East-West Bancorp
EWBC
$18.2B
$253K 0.02%
2,630
-35
-1% -$3.43K
OC icon
397
Owens Corning
OC
$12.6B
$251K 0.02%
1,467
– –
RS icon
398
Reliance Steel & Aluminium
RS
$21.6B
$246K 0.02%
910
+114
+14% +$33.8K
CCL icon
399
Carnival Corporation Ltd
CCL
$38B
$245K 0.02%
+9,811
New +$230K
FIS icon
400
Fidelity National Information Services
FIS
$22.1B
$244K 0.02%
3,006
+2,384
+383% +$205K
14 15
16
17 18

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SFI
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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 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.