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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
TFX icon
401
Teleflex
TFX
$5.91B
$235K 0.02%
1,315
– –
BXP icon
402
Boston Properties
BXP
$10.8B
$234K 0.02%
3,141
– –
ROKU icon
403
Roku
ROKU
$22.4B
$227K 0.02%
3,044
– –
APAM icon
404
Artisan Partners
APAM
$3.08B
$212K 0.02%
+4,918
New +$225K
CPAY icon
405
Corpay
CPAY
$26.7B
$211K 0.02%
621
– –
DUK icon
406
Duke Energy
DUK
$96.1B
$209K 0.02%
1,935
-1,530
-44% -$173K
AIZ icon
407
Assurant
AIZ
$13.9B
$209K 0.02%
976
-1,719
-64% -$358K
DOCS icon
408
Doximity
DOCS
$4.65B
$207K 0.02%
+3,871
New +$190K
HRB icon
409
H&R Block
HRB
$5.92B
$202K 0.01%
3,814
+3,650
+2,226% +$214K
TRP icon
410
TC Energy
TRP
$66.3B
$200K 0.01%
+4,287
New +$203K
SOLV icon
411
Solventum
SOLV
$14.3B
$200K 0.01%
3,010
– –
VCYT icon
412
Veracyte
VCYT
$3.73B
$191K 0.01%
4,816
+3,912
+433% +$148K
PDD icon
413
Pinduoduo
PDD
$129B
$189K 0.01%
+1,940
New +$226K
EPAM icon
414
EPAM Systems
EPAM
$5.15B
$188K 0.01%
+803
New +$179K
Z icon
415
Zillow
Z
$7.68B
$188K 0.01%
2,531
+2,091
+475% +$149K
RF icon
416
Regions Financial
RF
$26.9B
$187K 0.01%
7,939
+7,885
+14,602% +$195K
ZBH icon
417
Zimmer Biomet
ZBH
$18.5B
$186K 0.01%
1,751
– –
GEHC icon
418
GE HealthCare
GEHC
$32.9B
$178K 0.01%
2,264
– –
IRM icon
419
Iron Mountain
IRM
$36.4B
$175K 0.01%
1,661
– –
AMD icon
420
Advanced Micro Devices
AMD
$774B
$174K 0.01%
1,435
-27,802
-95% -$4M
LUMN icon
421
Lumen
LUMN
$6.58B
$171K 0.01%
32,146
-4,636
-13% -$32K
TRU icon
422
TransUnion
TRU
$15.4B
$169K 0.01%
+1,820
New +$184K
RPRX icon
423
Royalty Pharma
RPRX
$25.7B
$166K 0.01%
6,503
-31,807
-83% -$843K
TER icon
424
Teradyne
TER
$59.3B
$166K 0.01%
+1,310
New +$155K
BIIB icon
425
Biogen
BIIB
$30.1B
$159K 0.01%
+1,037
New +$175K
15 16
17
18 19

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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.