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
+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
PEP icon
26
PepsiCo
PEP
$188B
$8.22M 0.6%
53,855
+142
+0.3% +$23.3K
BAC icon
27
Bank of America
BAC
$447B
$7.57M 0.56%
171,614
+2,306
+1% +$101K
BKNG icon
28
Booking.com
BKNG
$160B
$7.44M 0.55%
37,325
+925
+3% +$178K
QCOM icon
29
Qualcomm
QCOM
$170B
$7.43M 0.55%
48,160
+11,162
+30% +$1.83M
BRK.B icon
30
Berkshire Hathaway Class B
BRK.B
$1.14T
$7.3M 0.54%
16,038
+1,052
+7% +$486K
BMY icon
31
Bristol-Myers Squibb
BMY
$132B
$6.94M 0.51%
122,224
+4,823
+4% +$269K
AMAT icon
32
Applied Materials
AMAT
$415B
$6.89M 0.51%
42,211
+694
+2% +$126K
ADBE icon
33
Adobe
ADBE
$109B
$6.76M 0.5%
15,148
+2,068
+16% +$1.02M
INTU icon
34
Intuit
INTU
$91.5B
$6.69M 0.49%
10,598
+841
+9% +$537K
ACN icon
35
Accenture
ACN
$109B
$6.68M 0.49%
18,908
+595
+3% +$214K
DB icon
36
Deutsche Bank
DB
$71.9B
$6.63M 0.49%
383,517
+133,960
+54% +$2.3M
AXP icon
37
American Express
AXP
$229B
$6.6M 0.49%
22,174
-1,263
-5% -$363K
PGR icon
38
Progressive
PGR
$124B
$6.57M 0.48%
27,304
+1,910
+8% +$481K
BLK icon
39
Blackrock
BLK
$175B
$6.56M 0.48%
6,376
+464
+8% +$471K
ORCL icon
40
Oracle
ORCL
$435B
$6.24M 0.46%
37,335
+735
+2% +$131K
CVX icon
41
Chevron
CVX
$382B
$6.24M 0.46%
42,935
-771
-2% -$118K
ETN icon
42
Eaton
ETN
$173B
$6.2M 0.46%
18,629
+4,619
+33% +$1.62M
DIS icon
43
Walt Disney
DIS
$178B
$5.95M 0.44%
53,263
+4,972
+10% +$522K
CSCO icon
44
Cisco
CSCO
$483B
$5.91M 0.43%
99,517
+15,048
+18% +$859K
CMCSA icon
45
Comcast
CMCSA
$89.4B
$5.88M 0.43%
156,088
+37,809
+32% +$1.57M
MSI icon
46
Motorola Solutions
MSI
$76.5B
$5.87M 0.43%
12,658
+3,425
+37% +$1.63M
WFC icon
47
Wells Fargo
WFC
$265B
$5.85M 0.43%
82,926
+8,361
+11% +$571K
GILD icon
48
Gilead Sciences
GILD
$165B
$5.71M 0.42%
61,579
+10,758
+21% +$969K
SHOP icon
49
Shopify
SHOP
$200B
$5.58M 0.41%
52,263
+22,737
+77% +$2.21M
PFE icon
50
Pfizer
PFE
$154B
$5.49M 0.4%
206,279
+47,834
+30% +$1.3M
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 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.