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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
WSC icon
426
WillScot Mobile Mini Holdings
WSC
$4.15B
$98.7K 0.01%
+3,514
New +$119K
CRUS icon
427
Cirrus Logic
CRUS
$6.11B
$98K 0.01%
+973
New +$100K
EA
428
DELISTED
Electronic Arts
EA
$97.6K 0.01%
668
– –
AKAM icon
429
Akamai
AKAM
$16.8B
$88.5K 0.01%
1,088
– –
ESLT icon
430
Elbit Systems
ESLT
$36.4B
$86.9K 0.01%
+225
New +$72.8K
CVAC
431
DELISTED
CureVac
CVAC
$84K 0.01%
+29,495
New +$103K
VNOM icon
432
Viper Energy
VNOM
$15.4B
$82.4K 0.01%
1,805
+211
+13% +$9.94K
CTSH icon
433
Cognizant
CTSH
$26.4B
$82K 0.01%
1,060
– –
VST icon
434
Vistra
VST
$48.6B
$81.9K 0.01%
690
– –
SO icon
435
Southern Company
SO
$106B
$81.4K 0.01%
876
– –
LEA icon
436
Lear
LEA
$8.12B
$80.1K 0.01%
898
-12
-1% -$1.14K
GRMN
437
Garmin
GRMN
$59.7B
$77.7K 0.01%
+354
New +$76.5K
EAT icon
438
Brinker International
EAT
$9.49B
$76.1K 0.01%
+505
New +$77.7K
BILL icon
439
BILL Holdings
BILL
$4.93B
$75.6K 0.01%
1,630
+1,142
+234% +$76.8K
AXTA icon
440
Axalta
AXTA
$7.98B
$75K 0.01%
2,238
– –
DD icon
441
DuPont de Nemours
DD
$19.5B
$73.2K 0.01%
773
+187
+32% +$18.2K
DKS icon
442
Dick's Sporting Goods
DKS
$18.4B
$72.9K 0.01%
358
– –
CIGI icon
443
Colliers International
CIGI
$5.3B
$71.3K 0.01%
583
-273
-32% -$35.8K
ADNT icon
444
Adient
ADNT
$1.48B
$67.2K 0.01%
+5,171
New +$83.1K
SLF icon
445
Sun Life Financial
SLF
$44.6B
$66.4K 0.01%
1,148
-597
-34% -$34K
KMB icon
446
Kimberly-Clark
KMB
$36.1B
$62.4K 0.01%
434
– –
CTRA
447
DELISTED
Coterra Energy
CTRA
$60.6K 0.01%
2,074
+387
+23% +$10.8K
QSR icon
448
Restaurant Brands International
QSR
$25.6B
$57.2K ﹤0.01%
849
– –
TSN icon
449
Tyson Foods
TSN
$19.9B
$56.8K ﹤0.01%
881
+674
+326% +$39.6K
JEF icon
450
Jefferies Financial Group
JEF
$12.7B
$56K ﹤0.01%
1,034
-8,975
-90% -$609K
16 17
18
19 20

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.