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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
+13.94%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$967M
AUM Growth
+$886M
Cap. Flow
+$831M
Cap. Flow %
85.93%
Top 10 Hldgs %
31.31%
Holding
524
New
69
Increased
304
Reduced
34
Closed
35

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$55.5M
2
AAPL icon
Apple
AAPL
+$55M
3
NVDA icon
NVIDIA
NVDA
+$35.4M
4
AMZN icon
Amazon
AMZN
+$30M
5
META icon
Meta Platforms (Facebook)
META
+$20M

Top Sells

Rank Stock Value
1
MPC icon
Marathon Petroleum
MPC
+$277K
2
LNC icon
Lincoln National
LNC
+$242K
3
WBA
Walgreens Boots Alliance
WBA
+$161K
4
HESM icon
Hess Midstream
HESM
+$150K
5
KSS icon
Kohl's
KSS
+$128K

Sector Composition

Rank Sector Weight
1 Technology 32.23%
2 Healthcare 12.51%
3 Financials 11.5%
4 Consumer Discretionary 10.59%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TOST icon
451
Toast
TOST
$20.2B
$4.26K ﹤0.01%
171
– –
PAYC icon
452
Paycom
PAYC
$9.57B
$3.58K ﹤0.01%
18
-121
-87% -$23.1K
RJF icon
453
Raymond James Financial
RJF
$34.6B
$2.44K ﹤0.01%
19
– –
RAMP icon
454
LiveRamp
RAMP
$2.3B
$2.38K ﹤0.01%
69
– –
MAA icon
455
Mid-America Apartment Communities
MAA
$15.3B
$2.37K ﹤0.01%
18
– –
NJR icon
456
New Jersey Resources
NJR
$5.55B
$2.36K ﹤0.01%
55
– –
YELP icon
457
Yelp
YELP
$1.28B
$2.25K ﹤0.01%
57
– –
SYNA icon
458
Synaptics
SYNA
$4.18B
$2.24K ﹤0.01%
23
– –
CPRT icon
459
Copart
CPRT
$27.2B
$2.08K ﹤0.01%
36
– –
LNTH icon
460
Lantheus
LNTH
$6.57B
$1.93K ﹤0.01%
31
– –
HOLX
461
DELISTED
Hologic
HOLX
$1.79K ﹤0.01%
23
– –
ANSS
462
DELISTED
Ansys
ANSS
$1.74K ﹤0.01%
5
– –
ATKR icon
463
Atkore
ATKR
$3.17B
$1.71K ﹤0.01%
9
-370
-98% -$59.2K
WTRG icon
464
Essential Utilities
WTRG
$11.4B
$1.7K ﹤0.01%
46
-376
-89% -$13.6K
RHI icon
465
Robert Half
RHI
$4.31B
$1.67K ﹤0.01%
21
– –
AWR icon
466
American States Water
AWR
$3.47B
$1.66K ﹤0.01%
23
– –
KWR icon
467
Quaker Houghton
KWR
$2.94B
$1.64K ﹤0.01%
8
– –
SF
468
Stifel
SF
$12.7B
$1.41K ﹤0.01%
27
– –
BF.B icon
469
Brown-Forman Class B
BF.B
$12.9B
$1.34K ﹤0.01%
26
– –
HEI icon
470
HEICO Corp
HEI
$51.3B
$1.34K ﹤0.01%
7
– –
ODFL icon
471
Old Dominion Freight Line
ODFL
$43.4B
$1.32K ﹤0.01%
6
– –
ATO icon
472
Atmos Energy
ATO
$28.6B
$1.31K ﹤0.01%
+11
New +$1.26K
PWR icon
473
Quanta Services
PWR
$101B
$1.3K ﹤0.01%
+5
New +$1.11K
WFRD icon
474
Weatherford International
WFRD
$6.77B
$1.27K ﹤0.01%
11
– –
RF icon
475
Regions Financial
RF
$26.9B
$1.14K ﹤0.01%
54
– –
17 18
19
20 21

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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
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SLF
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VCM
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PAIM
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Plato Investment Management's Q1 2024 Portfolio in Review

As of Q1 2024, Plato Investment Management held 524 positions worth $967M, up 1,086% from $81.6M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Plato Investment Management deployed $831M of net new capital in Q1 2024, opening 69 new positions and adding to 304 existing holdings. Its largest new stake was Advanced Micro Devices: 26,618 shares worth $4.8M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 34% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Marathon Petroleum, an estimated $277K trimmed.

  • Plato Investment Management's largest Q1 2024 buy was Advanced Micro Devices: 26,618 shares worth $4.8M.
  • Plato Investment Management added most to Microsoft in Q1 2024, an estimated $55.5M increase.
  • Plato Investment Management's biggest Q1 2024 reduction was Marathon Petroleum, cutting an estimated $277K.
  • Plato Investment Management fully exited Lincoln National in Q1 2024, selling an estimated $242K.
  • Plato Investment Management's ten largest holdings make up 31% of its $967M portfolio in Q1 2024.
  • Plato Investment Management opened 69 new positions and closed 35 in Q1 2024.
  • Plato Investment Management's portfolio value rose 1,086% quarter-over-quarter to $967M.

Based on Plato Investment Management's 13F filing for Q1 2024, filed 15 May 2024.