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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
O icon
401
Realty Income
O
$58.6B
$159K 0.01%
2,704
– –
Z icon
402
Zillow
Z
$7.68B
$152K 0.01%
2,190
-341
-13% -$26.1K
BIIB icon
403
Biogen
BIIB
$30.1B
$148K 0.01%
1,070
+33
+3% +$4.72K
RCL icon
404
Royal Caribbean
RCL
$82.1B
$147K 0.01%
707
-1,463
-67% -$345K
RDDT icon
405
Reddit
RDDT
$30.1B
$143K 0.01%
1,349
+1,183
+713% +$196K
ORLA
406
DELISTED
Orla Mining
ORLA
$138K 0.01%
+14,629
New +$104K
VTR icon
407
Ventas
VTR
$44.6B
$130K 0.01%
+1,870
New +$119K
RRC icon
408
Range Resources
RRC
$9.5B
$126K 0.01%
+3,128
New +$120K
CHD icon
409
Church & Dwight Co
CHD
$24.4B
$125K 0.01%
1,127
– –
WBD icon
410
Warner Bros
WBD
$67.9B
$125K 0.01%
+11,562
New +$121K
FLEX icon
411
Flex
FLEX
$45.2B
$125K 0.01%
3,725
– –
DPZ icon
412
Domino's
DPZ
$11.8B
$123K 0.01%
265
-91
-26% -$41.2K
WMB icon
413
Williams Companies
WMB
$88.4B
$122K 0.01%
2,016
– –
GAP
414
The Gap Inc
GAP
$7.55B
$121K 0.01%
5,789
-8,087
-58% -$182K
HAS icon
415
Hasbro
HAS
$13.7B
$117K 0.01%
1,879
-466
-20% -$28.2K
CHWY icon
416
Chewy
CHWY
$9.2B
$112K 0.01%
3,418
-10,551
-76% -$378K
CRBG icon
417
Corebridge Financial
CRBG
$14.9B
$111K 0.01%
3,484
– –
PSX icon
418
Phillips 66
PSX
$89.5B
$110K 0.01%
880
– –
COMP icon
419
Compass
COMP
$9.74B
$110K 0.01%
12,444
-1,068
-8% -$8.46K
BIO icon
420
Bio-Rad Laboratories Class A
BIO
$9.53B
$104K 0.01%
423
– –
SAM icon
421
Boston Beer
SAM
$1.85B
$104K 0.01%
+430
New +$105K
TYL icon
422
Tyler Technologies
TYL
$13.2B
$103K 0.01%
176
– –
JWN
423
DELISTED
Nordstrom
JWN
$99.8K 0.01%
4,040
– –
SWI
424
DELISTED
SolarWinds Corporation Common Stock
SWI
$99.5K 0.01%
+5,341
New +$89.6K
POWI icon
425
Power Integrations
POWI
$3.54B
$98.9K 0.01%
+1,937
New +$116K
15 16
17
18 19

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 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.