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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
WPC icon
451
W.P. Carey
WPC
$15.9B
$55.9K ﹤0.01%
877
– –
OR icon
452
OR Royalties Inc
OR
$6.31B
$55.9K ﹤0.01%
+2,620
New +$50.3K
SOLV icon
453
Solventum
SOLV
$14.3B
$53.5K ﹤0.01%
696
-2,314
-77% -$172K
RACE icon
454
Ferrari
RACE
$72.1B
$53.1K ﹤0.01%
124
– –
ACI icon
455
Albertsons Companies
ACI
$5.95B
$52.6K ﹤0.01%
+2,368
New +$48.9K
BAM icon
456
Brookfield Asset Management
BAM
$88.4B
$52.6K ﹤0.01%
1,075
-9,294
-90% -$507K
LUMN icon
457
Lumen
LUMN
$6.58B
$48.3K ﹤0.01%
12,184
-19,962
-62% -$99.5K
MPC icon
458
Marathon Petroleum
MPC
$94.5B
$44.2K ﹤0.01%
300
– –
EPAM icon
459
EPAM Systems
EPAM
$5.15B
$42.8K ﹤0.01%
251
-552
-69% -$122K
HPE icon
460
Hewlett Packard
HPE
$72B
$42.8K ﹤0.01%
2,743
-42,312
-94% -$843K
CYBR
461
DELISTED
CyberArk
CYBR
$40.3K ﹤0.01%
118
– –
LYFT icon
462
Lyft
LYFT
$6.64B
$38.5K ﹤0.01%
3,209
+515
+19% +$6.71K
ZS icon
463
Zscaler
ZS
$28.9B
$38.1K ﹤0.01%
190
-468
-71% -$93.3K
RNG icon
464
RingCentral
RNG
$5.3B
$38K ﹤0.01%
1,520
-7,341
-83% -$229K
BVS icon
465
Bioventus
BVS
$1.16B
$36.8K ﹤0.01%
3,977
+357
+10% +$3.57K
YUM icon
466
Yum! Brands
YUM
$39.5B
$36.1K ﹤0.01%
227
– –
ON icon
467
ON Semiconductor
ON
$31.6B
$34.9K ﹤0.01%
848
+45
+6% +$2.27K
IRDM icon
468
Iridium Communications
IRDM
$5.23B
$34.7K ﹤0.01%
1,257
+158
+14% +$4.63K
RDWR icon
469
Radware
RDWR
$1.2B
$34K ﹤0.01%
1,555
+230
+17% +$5.14K
RJF icon
470
Raymond James Financial
RJF
$34.6B
$30.5K ﹤0.01%
217
-19
-8% -$2.95K
VRNT
471
DELISTED
Verint Systems
VRNT
$28.3K ﹤0.01%
1,571
– –
NOC icon
472
Northrop Grumman
NOC
$81.8B
$27.4K ﹤0.01%
53
-795
-94% -$380K
LPLA icon
473
LPL Financial
LPLA
$29.2B
$26.8K ﹤0.01%
81
– –
CDNA icon
474
CareDx
CDNA
$2.44B
$25.4K ﹤0.01%
1,413
-3,977
-74% -$85.7K
MOS icon
475
The Mosaic Company
MOS
$7.34B
$25K ﹤0.01%
917
– –
17 18
19
20 21

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.