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
+13.57%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$81.6M
AUM Growth
–
Cap. Flow
+$75.9M
Cap. Flow %
93.07%
Top 10 Hldgs %
31.59%
Holding
455
New
455
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$5.83M
2
MSFT icon
Microsoft
MSFT
+$4.94M
3
NVDA icon
NVIDIA
NVDA
+$2.75M
4
AMZN icon
Amazon
AMZN
+$2.55M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.03M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 33.65%
2 Healthcare 14.13%
3 Consumer Discretionary 11.28%
4 Communication Services 9.75%
5 Financials 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KO icon
26
Coca-Cola
KO
$374B
$635K 0.78%
+10,769
New +$612K
LLY icon
27
Eli Lilly
LLY
$1.1T
$584K 0.72%
+1,001
New +$584K
SNPS icon
28
Synopsys
SNPS
$78.8B
$577K 0.71%
+1,120
New +$573K
VZ icon
29
Verizon
VZ
$195B
$573K 0.7%
+15,198
New +$538K
COST icon
30
Costco
COST
$423B
$567K 0.7%
+859
New +$509K
LRCX icon
31
Lam Research
LRCX
$383B
$542K 0.66%
+6,920
New +$472K
MA icon
32
Mastercard
MA
$493B
$537K 0.66%
+1,259
New +$506K
PG icon
33
Procter & Gamble
PG
$340B
$530K 0.65%
+3,620
New +$536K
ELV icon
34
Elevance Health
ELV
$86.2B
$513K 0.63%
+1,088
New +$503K
MCHP icon
35
Microchip Technology
MCHP
$44.2B
$503K 0.62%
+5,573
New +$454K
NFLX icon
36
Netflix
NFLX
$318B
$499K 0.61%
+10,250
New +$447K
AMAT icon
37
Applied Materials
AMAT
$415B
$490K 0.6%
+3,025
New +$444K
CDNS icon
38
Cadence Design Systems
CDNS
$91.4B
$478K 0.59%
+1,756
New +$452K
CMCSA icon
39
Comcast
CMCSA
$89.4B
$473K 0.58%
+10,777
New +$462K
MCK icon
40
McKesson
MCK
$103B
$456K 0.56%
+984
New +$447K
SHW icon
41
Sherwin-Williams
SHW
$88.1B
$452K 0.55%
+1,450
New +$390K
HD icon
42
Home Depot
HD
$350B
$451K 0.55%
+1,301
New +$403K
INTU icon
43
Intuit
INTU
$91.5B
$449K 0.55%
+719
New +$397K
CME icon
44
CME Group
CME
$94.8B
$428K 0.53%
+2,034
New +$434K
UNP icon
45
Union Pacific
UNP
$174B
$422K 0.52%
+1,718
New +$378K
FCX icon
46
Freeport-McMoran
FCX
$98.7B
$383K 0.47%
+8,996
New +$332K
ES icon
47
Eversource Energy
ES
$26.8B
$374K 0.46%
+6,066
New +$350K
PLD icon
48
Prologis
PLD
$132B
$371K 0.46%
+2,784
New +$316K
F icon
49
Ford
F
$55.8B
$369K 0.45%
+30,263
New +$337K
PSA icon
50
Public Storage
PSA
$60.8B
$364K 0.45%
+1,193
New +$317K
1
2
3 4 5

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
CGH
Contrarius Group Holdings Hamilton, Bermuda $1.77B AUM 83.15% 1-Year Est. Return

Plato Investment Management's Q4 2023 Portfolio in Review

Q4 2023 is the first quarter with a 13F filing on record for Plato Investment Management, which disclosed 455 positions worth $81.6M. Its ten largest holdings account for 32% of the portfolio.

Its largest position is Apple: 31,585 shares worth $6.08M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, followed by Healthcare and Consumer Discretionary.

  • Plato Investment Management's largest Q4 2023 buy was Apple: 31,585 shares worth $6.08M.
  • Plato Investment Management's ten largest holdings make up 32% of its $81.6M portfolio in Q4 2023.
  • Plato Investment Management disclosed 455 positions in Q4 2023, its first 13F filing on record.

Based on Plato Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.