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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
HOOD icon
376
Robinhood
HOOD
$84.9B
$295K 0.02%
7,007
-10,665
-60% -$507K
HOLX
377
DELISTED
Hologic
HOLX
$293K 0.02%
4,691
– –
TECH icon
378
Bio-Techne
TECH
$11.2B
$281K 0.02%
+4,739
New +$321K
ACGL icon
379
Arch Capital
ACGL
$33.5B
$274K 0.02%
2,822
-851
-23% -$78.5K
DT icon
380
Dynatrace
DT
$14.3B
$256K 0.02%
5,363
– –
NBIX icon
381
Neurocrine Biosciences
NBIX
$16B
$255K 0.02%
2,282
-8,562
-79% -$1.08M
DUK icon
382
Duke Energy
DUK
$96B
$239K 0.02%
1,935
– –
FIS icon
383
Fidelity National Information Services
FIS
$21.5B
$232K 0.02%
3,079
+73
+2% +$5.49K
PDD icon
384
Pinduoduo
PDD
$126B
$232K 0.02%
1,940
– –
DAY
385
DELISTED
Dayforce
DAY
$228K 0.02%
3,865
-5,936
-61% -$383K
NGD
386
DELISTED
New Gold Inc
NGD
$224K 0.02%
60,054
+14,238
+31% +$42.2K
MCHP icon
387
Microchip Technology
MCHP
$43.7B
$223K 0.02%
4,560
-13,152
-74% -$733K
EXEL icon
388
Exelixis
EXEL
$12.7B
$216K 0.02%
+5,797
New +$207K
BXP icon
389
Boston Properties
BXP
$10.8B
$213K 0.02%
3,141
– –
NVMI
390
Nova
NVMI
$13B
$208K 0.02%
+1,130
New +$261K
AIZ icon
391
Assurant
AIZ
$14B
$207K 0.02%
976
– –
GIL icon
392
Gildan
GIL
$10.7B
$206K 0.02%
4,619
+4,030
+684% +$200K
GIB icon
393
CGI
GIB
$15.2B
$204K 0.02%
+2,020
New +$221K
ZBH icon
394
Zimmer Biomet
ZBH
$18.2B
$200K 0.02%
1,751
– –
EFXT
395
Enerflex
EFXT
$2.59B
$195K 0.02%
24,936
-51,897
-68% -$459K
IDCC icon
396
InterDigital
IDCC
$8.99B
$191K 0.02%
+916
New +$184K
DFS
397
DELISTED
Discover Financial Services
DFS
$191K 0.02%
+1,108
New +$203K
BKE icon
398
Buckle
BKE
$2.34B
$190K 0.02%
4,907
-2,159
-31% -$93.5K
GEHC icon
399
GE HealthCare
GEHC
$32.7B
$188K 0.02%
2,309
+45
+2% +$3.87K
DG icon
400
Dollar General
DG
$26.3B
$160K 0.01%
1,798
– –
14 15
16
17 18

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CIP
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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.