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
-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
PEP icon
26
PepsiCo
PEP
$188B
$7.62M 0.64%
50,247
-3,608
-7% -$537K
CVX icon
27
Chevron
CVX
$382B
$7.51M 0.63%
44,436
+1,501
+3% +$235K
CRM icon
28
Salesforce
CRM
$162B
$7.28M 0.61%
26,833
-3,893
-13% -$1.21M
QCOM icon
29
Qualcomm
QCOM
$170B
$6.75M 0.57%
43,462
-4,698
-10% -$766K
BKNG icon
30
Booking.com
BKNG
$160B
$6.71M 0.57%
36,025
-1,300
-3% -$249K
GE icon
31
GE Aerospace
GE
$380B
$6.61M 0.56%
32,654
+460
+1% +$90.5K
BAC icon
32
Bank of America
BAC
$447B
$6.52M 0.55%
154,586
-17,028
-10% -$759K
CSCO icon
33
Cisco
CSCO
$483B
$6.28M 0.53%
100,642
+1,125
+1% +$69.3K
PGR icon
34
Progressive
PGR
$124B
$6.12M 0.52%
21,388
-5,916
-22% -$1.55M
ABT icon
35
Abbott
ABT
$188B
$5.72M 0.48%
42,648
-1,862
-4% -$237K
VZ icon
36
Verizon
VZ
$195B
$5.57M 0.47%
121,473
+10,801
+10% +$450K
MCD icon
37
McDonald's
MCD
$194B
$5.56M 0.47%
17,600
+89
+0.5% +$26.6K
AXP icon
38
American Express
AXP
$229B
$5.53M 0.47%
20,341
-1,833
-8% -$542K
AMGN icon
39
Amgen
AMGN
$226B
$5.37M 0.45%
17,063
-3,091
-15% -$913K
MRK icon
40
Merck
MRK
$323B
$5.36M 0.45%
59,092
+8,468
+17% +$791K
INTU icon
41
Intuit
INTU
$91.5B
$5.36M 0.45%
8,630
-1,968
-19% -$1.18M
GILD icon
42
Gilead Sciences
GILD
$165B
$5.26M 0.44%
46,482
-15,097
-25% -$1.56M
ACN icon
43
Accenture
ACN
$109B
$5.24M 0.44%
16,621
-2,287
-12% -$808K
WFC icon
44
Wells Fargo
WFC
$265B
$5.19M 0.44%
71,572
-11,354
-14% -$852K
ISRG icon
45
Intuitive Surgical
ISRG
$139B
$5.17M 0.44%
10,330
+2,486
+32% +$1.37M
ADBE icon
46
Adobe
ADBE
$109B
$5.14M 0.43%
13,260
-1,888
-12% -$810K
ORCL icon
47
Oracle
ORCL
$435B
$4.97M 0.42%
35,137
-2,198
-6% -$358K
AWK icon
48
American Water Works
AWK
$26.9B
$4.88M 0.41%
32,715
-3,564
-10% -$470K
BMY icon
49
Bristol-Myers Squibb
BMY
$132B
$4.85M 0.41%
78,605
-43,619
-36% -$2.54M
PFE icon
50
Pfizer
PFE
$154B
$4.84M 0.41%
188,872
-17,407
-8% -$455K
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 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.