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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
WAL icon
426
Western Alliance Bancorporation
WAL
$8.89B
$158K 0.01%
1,883
– –
CW icon
427
Curtiss-Wright
CW
$26.1B
$155K 0.01%
+434
New +$156K
SM icon
428
SM Energy
SM
$7.73B
$150K 0.01%
3,863
– –
DPZ icon
429
Domino's
DPZ
$11.8B
$150K 0.01%
356
– –
WM icon
430
Waste Management
WM
$90.7B
$149K 0.01%
737
– –
O icon
431
Realty Income
O
$58.6B
$145K 0.01%
2,704
– –
TOL icon
432
Toll Brothers
TOL
$14.3B
$144K 0.01%
1,140
– –
FLEX icon
433
Flex
FLEX
$45.2B
$144K 0.01%
+3,725
New +$138K
PK icon
434
Park Hotels & Resorts
PK
$2.89B
$141K 0.01%
+9,972
New +$146K
WU icon
435
Western Union
WU
$2.2B
$140K 0.01%
13,177
– –
BIO icon
436
Bio-Rad Laboratories Class A
BIO
$9.53B
$139K 0.01%
+423
New +$144K
OTEX icon
437
Open Text
OTEX
$5.81B
$138K 0.01%
+4,873
New +$150K
DG icon
438
Dollar General
DG
$26.5B
$137K 0.01%
1,798
– –
ALLY icon
439
Ally Financial
ALLY
$13.4B
$134K 0.01%
3,719
-2,681
-42% -$97.4K
BOX icon
440
Box
BOX
$4.55B
$134K 0.01%
+4,225
New +$139K
KMDA icon
441
Kamada
KMDA
$409M
$133K 0.01%
21,785
– –
HAS icon
442
Hasbro
HAS
$13.7B
$132K 0.01%
2,345
-377
-14% -$24.6K
BX icon
443
Blackstone
BX
$118B
$131K 0.01%
759
– –
POWL icon
444
Powell Industries
POWL
$7.59B
$127K 0.01%
1,716
+1,074
+167% +$96K
EQIX icon
445
Equinix
EQIX
$102B
$127K 0.01%
134
– –
AGNT
446
AGNT Inc
AGNT
$714M
$125K 0.01%
10,855
+10,789
+16,347% +$142K
ZS icon
447
Zscaler
ZS
$28.9B
$119K 0.01%
658
-1,533
-70% -$297K
CHD icon
448
Church & Dwight Co
CHD
$24.4B
$118K 0.01%
1,127
– –
CIGI icon
449
Colliers International
CIGI
$5.3B
$117K 0.01%
856
+118
+16% +$17.4K
CDNA icon
450
CareDx
CDNA
$2.44B
$116K 0.01%
5,390
+1,370
+34% +$33.3K
16 17
18
19 20

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CIP
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DF
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SFI
Siemens Fonds Invest Munich, Germany $1.75B AUM 26.24% 1-Year Est. Return
NM
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NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
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.