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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
BRZE icon
451
Braze
BRZE
$3.18B
$115K 0.01%
+2,736
New +$99.3K
NGD
452
DELISTED
New Gold Inc
NGD
$115K 0.01%
45,816
-31,950
-41% -$88.1K
SLM icon
453
SLM Corp
SLM
$5.11B
$114K 0.01%
+4,107
New +$102K
BECN
454
DELISTED
Beacon Roofing Supply, Inc.
BECN
$113K 0.01%
1,110
– –
KKR icon
455
KKR & Co
KKR
$99.6B
$110K 0.01%
743
– –
WMB icon
456
Williams Companies
WMB
$88.4B
$110K 0.01%
2,016
+1,738
+625% +$93.7K
CRBG icon
457
Corebridge Financial
CRBG
$14.9B
$105K 0.01%
3,484
– –
AKAM icon
458
Akamai
AKAM
$16.8B
$104K 0.01%
1,088
– –
SLF icon
459
Sun Life Financial
SLF
$44.6B
$104K 0.01%
1,745
– –
TYL icon
460
Tyler Technologies
TYL
$13.2B
$102K 0.01%
176
– –
PSX icon
461
Phillips 66
PSX
$89.5B
$101K 0.01%
880
-1,447
-62% -$184K
EA
462
DELISTED
Electronic Arts
EA
$98.1K 0.01%
668
+270
+68% +$41.6K
JWN
463
DELISTED
Nordstrom
JWN
$97.9K 0.01%
4,040
– –
VST icon
464
Vistra
VST
$48.6B
$95.5K 0.01%
690
-1,294
-65% -$180K
HBM icon
465
Hudbay
HBM
$12.3B
$95.2K 0.01%
+11,703
New +$105K
MTCH icon
466
Match Group
MTCH
$8.45B
$92.2K 0.01%
2,810
– –
LEA icon
467
Lear
LEA
$8.12B
$86.5K 0.01%
910
– –
SFIX
468
Stitch Fix
SFIX
$499M
$84.8K 0.01%
19,595
– –
GL icon
469
Globe Life
GL
$14.1B
$83.7K 0.01%
+748
New +$80.7K
CBOE icon
470
Cboe Global Markets
CBOE
$29.5B
$82.4K 0.01%
420
– –
DKS icon
471
Dick's Sporting Goods
DKS
$18.4B
$82.2K 0.01%
358
– –
CTSH icon
472
Cognizant
CTSH
$26.4B
$81.8K 0.01%
1,060
– –
COMP icon
473
Compass
COMP
$9.74B
$79.3K 0.01%
+13,512
New +$85.6K
VNOM icon
474
Viper Energy
VNOM
$15.4B
$78.5K 0.01%
1,594
-1,216
-43% -$62.6K
UNP icon
475
Union Pacific
UNP
$174B
$78K 0.01%
341
-1,471
-81% -$348K
17 18
19
20 21

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SFI
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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 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.