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
+14.51%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.33B
AUM Growth
+$143M
Cap. Flow
+$32.2M
Cap. Flow %
2.42%
Top 10 Hldgs %
32.85%
Holding
560
New
33
Increased
318
Reduced
101
Closed
44

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$5.24M
2
TD icon
Toronto Dominion Bank
TD
+$2.67M
3
AAPL icon
Apple
AAPL
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

Rank Stock Value
1
KGC icon
Kinross Gold
KGC
+$2.68M
2
TRI icon
Thomson Reuters
TRI
+$2.41M
3
SHOP icon
Shopify
SHOP
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

Rank Sector Weight
1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADNT icon
426
Adient
ADNT
$1.47B
$100K 0.01%
5,171
– –
BMO icon
427
Bank of Montreal
BMO
$127B
$97K 0.01%
+880
New +$88.7K
WSC icon
428
WillScot Mobile Mini Holdings
WSC
$4.2B
$96.2K 0.01%
3,525
+11
+0.3% +$293
PTCT icon
429
PTC Therapeutics
PTCT
$6.13B
$92K 0.01%
+1,890
New +$89.7K
AKAM icon
430
Akamai
AKAM
$16.8B
$86.5K 0.01%
1,088
– –
LEA icon
431
Lear
LEA
$8.17B
$85K 0.01%
898
– –
HBM icon
432
Hudbay
HBM
$12.1B
$84.2K 0.01%
+7,983
New +$66.5K
DUOL icon
433
Duolingo
DUOL
$6.35B
$84.2K 0.01%
+206
New +$90.4K
OTEX icon
434
Open Text
OTEX
$5.83B
$82.7K 0.01%
2,845
-47,154
-94% -$1.28M
SO icon
435
Southern Company
SO
$106B
$80.1K 0.01%
876
– –
YOU icon
436
Clear Secure
YOU
$4.98B
$76.6K 0.01%
2,770
-9,464
-77% -$241K
BILL icon
437
BILL Holdings
BILL
$4.94B
$75.4K 0.01%
1,635
+5
+0.3% +$221
GRMN
438
Garmin
GRMN
$59.7B
$73.8K 0.01%
355
+1
+0.3% +$198
DKS icon
439
Dick's Sporting Goods
DKS
$18.3B
$70.6K 0.01%
358
– –
AXTA icon
440
Axalta
AXTA
$7.98B
$66.2K 0.01%
2,238
– –
OMF icon
441
OneMain Financial
OMF
$7.34B
$65.5K ﹤0.01%
+1,154
New +$57.5K
RACE icon
442
Ferrari
RACE
$72.1B
$60.3K ﹤0.01%
124
– –
HPE icon
443
Hewlett Packard
HPE
$72.2B
$55.9K ﹤0.01%
2,743
– –
WPC icon
444
W.P. Carey
WPC
$16.1B
$54.5K ﹤0.01%
877
– –
LUMN icon
445
Lumen
LUMN
$6.62B
$53.2K ﹤0.01%
12,193
+9
+0.1% +$35
SOLV icon
446
Solventum
SOLV
$14.4B
$52.6K ﹤0.01%
696
– –
VFC icon
447
VF Corp
VFC
$5.85B
$51.8K ﹤0.01%
+4,421
New +$54.8K
LYFT icon
448
Lyft
LYFT
$6.69B
$51.2K ﹤0.01%
3,258
+49
+2% +$686
STRL icon
449
Sterling Infrastructure
STRL
$16.3B
$50.1K ﹤0.01%
+218
New +$38.1K
TEVA icon
450
Teva Pharmaceuticals
TEVA
$42.5B
$49.7K ﹤0.01%
2,975
-18,787
-86% -$303K
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 Q2 2025 Portfolio in Review

As of Q2 2025, Plato Investment Management held 560 positions worth $1.33B, up 12% from $1.19B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Plato Investment Management's Q2 2025 filing shows 33 new, 318 increased, 101 reduced and 44 closed positions. Its largest new stake was Toronto Dominion Bank: 40,872 shares worth $2.99M. The largest sale was Kinross Gold, an estimated $2.68M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 32% a quarter earlier, followed by Financials and Healthcare.

  • Plato Investment Management's largest Q2 2025 buy was Toronto Dominion Bank: 40,872 shares worth $2.99M.
  • Plato Investment Management added most to Broadcom in Q2 2025, an estimated $5.24M increase.
  • Plato Investment Management's biggest Q2 2025 reduction was Thomson Reuters, cutting an estimated $2.41M.
  • Plato Investment Management fully exited Kinross Gold in Q2 2025, selling an estimated $2.68M.
  • Plato Investment Management's ten largest holdings make up 33% of its $1.33B portfolio in Q2 2025.
  • Plato Investment Management opened 33 new positions and closed 44 in Q2 2025.
  • Plato Investment Management's portfolio value rose 12% quarter-over-quarter to $1.33B.

Based on Plato Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.