We are live on ! Find out more
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 %
93.07%
Top 10 Hldgs %
31.59%
Holding
455
New
455
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$5.83M
2
MSFT icon
Microsoft
MSFT
+$4.94M
3
NVDA icon
NVIDIA
NVDA
+$2.75M
4
AMZN icon
Amazon
AMZN
+$2.55M
5
GOOG icon
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
WAB icon
401
Wabtec
WAB
$50.3B
$2.41K ﹤0.01%
+19
New +$2.15K
RCL icon
402
Royal Caribbean
RCL
$82.1B
$2.33K ﹤0.01%
+18
New +$1.83K
CPAY icon
403
Corpay
CPAY
$26.7B
$2.26K ﹤0.01%
+8
New +$1.99K
RJF icon
404
Raymond James Financial
RJF
$34.6B
$2.12K ﹤0.01%
+19
New +$1.96K
CHX
405
DELISTED
ChampionX
CHX
$1.96K ﹤0.01%
+67
New +$2.07K
LNTH icon
406
Lantheus
LNTH
$6.57B
$1.92K ﹤0.01%
+31
New +$2.1K
CTSH icon
407
Cognizant
CTSH
$26.4B
$1.89K ﹤0.01%
+25
New +$1.73K
MAS icon
408
Masco
MAS
$15B
$1.88K ﹤0.01%
+28
New +$1.63K
ROK icon
409
Rockwell Automation
ROK
$49.6B
$1.86K ﹤0.01%
+6
New +$1.68K
AWR icon
410
American States Water
AWR
$3.47B
$1.85K ﹤0.01%
+23
New +$1.84K
RHI icon
411
Robert Half
RHI
$4.31B
$1.85K ﹤0.01%
+21
New +$1.67K
AVY icon
412
Avery Dennison
AVY
$13.6B
$1.82K ﹤0.01%
+9
New +$1.68K
ANSS
413
DELISTED
Ansys
ANSS
$1.81K ﹤0.01%
+5
New +$1.48K
CPRT icon
414
Copart
CPRT
$27.2B
$1.76K ﹤0.01%
+36
New +$1.7K
URI icon
415
United Rentals
URI
$71.2B
$1.72K ﹤0.01%
+3
New +$1.42K
KWR icon
416
Quaker Houghton
KWR
$2.94B
$1.71K ﹤0.01%
+8
New +$1.38K
HOLX
417
DELISTED
Hologic
HOLX
$1.64K ﹤0.01%
+23
New +$1.6K
SYF icon
418
Synchrony
SYF
$25.5B
$1.6K ﹤0.01%
+42
New +$1.33K
TXT icon
419
Textron
TXT
$15.2B
$1.53K ﹤0.01%
+19
New +$1.47K
BF.B icon
420
Brown-Forman Class B
BF.B
$12.9B
$1.48K ﹤0.01%
+26
New +$1.49K
DRI icon
421
Darden Restaurants
DRI
$25B
$1.48K ﹤0.01%
+9
New +$1.36K
FDS icon
422
Factset
FDS
$10.1B
$1.43K ﹤0.01%
+3
New +$1.35K
NSC icon
423
Norfolk Southern
NSC
$75.2B
$1.42K ﹤0.01%
+6
New +$1.26K
PVH icon
424
PVH
PVH
$3.91B
$1.34K ﹤0.01%
+11
New +$985
HEI icon
425
HEICO Corp
HEI
$51.3B
$1.25K ﹤0.01%
+7
New +$1.19K
14 15 16
17
18

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
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 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

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.