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
+14.51%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.33B
AUM Growth
+$143M
Cap. Flow
+$32.2M
Cap. Flow %
2.42%
Top 10 Hldgs %
32.85%
Holding
560
New
33
Increased
318
Reduced
101
Closed
44

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$5.24M
2
TD icon
Toronto Dominion Bank
TD
+$2.67M
3
AAPL icon
Apple
AAPL
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

Rank Stock Value
1
KGC icon
Kinross Gold
KGC
+$2.68M
2
TRI icon
Thomson Reuters
TRI
+$2.41M
3
SHOP icon
Shopify
SHOP
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

Rank Sector Weight
1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
26
Home Depot
HD
$355B
$8.18M 0.61%
22,383
+987
+5% +$357K
XOM icon
27
ExxonMobil
XOM
$634B
$8.06M 0.61%
75,056
+689
+0.9% +$73.7K
GE icon
28
GE Aerospace
GE
$384B
$7.85M 0.59%
30,606
-2,048
-6% -$449K
PLTR icon
29
Palantir
PLTR
$413B
$7.71M 0.58%
56,791
+781
+1% +$91.6K
ADP icon
30
Automatic Data Processing
ADP
$108B
$7.65M 0.58%
24,903
+86
+0.3% +$26.4K
DIS icon
31
Walt Disney
DIS
$181B
$7.51M 0.56%
60,801
+14,541
+31% +$1.51M
INTU icon
32
Intuit
INTU
$89B
$7.2M 0.54%
9,174
+544
+6% +$368K
CSCO icon
33
Cisco
CSCO
$479B
$6.99M 0.53%
101,154
+512
+0.5% +$31.5K
AXP icon
34
American Express
AXP
$230B
$6.93M 0.52%
21,816
+1,475
+7% +$415K
QCOM icon
35
Qualcomm
QCOM
$176B
$6.89M 0.52%
43,430
-32
-0.1% -$4.71K
PEP icon
36
PepsiCo
PEP
$190B
$6.82M 0.51%
51,875
+1,628
+3% +$219K
CVX icon
37
Chevron
CVX
$366B
$6.43M 0.48%
45,068
+632
+1% +$89.1K
ADBE icon
38
Adobe
ADBE
$105B
$6.05M 0.46%
15,702
+2,442
+18% +$941K
UNH icon
39
UnitedHealth
UNH
$370B
$5.99M 0.45%
19,274
-2,274
-11% -$869K
KLAC icon
40
KLA
KLAC
$259B
$5.96M 0.45%
66,730
+310
+0.5% +$23.3K
WPM icon
41
Wheaton Precious Metals
WPM
$60.9B
$5.93M 0.45%
66,357
+4,954
+8% +$417K
ABT icon
42
Abbott
ABT
$187B
$5.78M 0.43%
42,681
+33
+0.1% +$4.35K
AMAT icon
43
Applied Materials
AMAT
$428B
$5.76M 0.43%
31,596
+146
+0.5% +$23.1K
WFC icon
44
Wells Fargo
WFC
$264B
$5.74M 0.43%
71,929
+357
+0.5% +$25.7K
PGR icon
45
Progressive
PGR
$125B
$5.62M 0.42%
21,121
-267
-1% -$73.2K
ISRG icon
46
Intuitive Surgical
ISRG
$134B
$5.6M 0.42%
10,337
+7
+0.1% +$3.66K
C icon
47
Citigroup
C
$226B
$5.49M 0.41%
64,792
+1,920
+3% +$139K
VZ icon
48
Verizon
VZ
$196B
$5.46M 0.41%
126,700
+5,227
+4% +$226K
SPGI icon
49
S&P Global
SPGI
$120B
$5.39M 0.41%
10,257
+2,799
+38% +$1.4M
CAT icon
50
Caterpillar
CAT
$387B
$5.33M 0.4%
13,768
+839
+6% +$280K
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 Q2 2025 Portfolio in Review

As of Q2 2025, Plato Investment Management held 560 positions worth $1.33B, up 12% from $1.19B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Plato Investment Management's Q2 2025 filing shows 33 new, 318 increased, 101 reduced and 44 closed positions. Its largest new stake was Toronto Dominion Bank: 40,872 shares worth $2.99M. The largest sale was Kinross Gold, an estimated $2.68M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 32% a quarter earlier, followed by Financials and Healthcare.

  • Plato Investment Management's largest Q2 2025 buy was Toronto Dominion Bank: 40,872 shares worth $2.99M.
  • Plato Investment Management added most to Broadcom in Q2 2025, an estimated $5.24M increase.
  • Plato Investment Management's biggest Q2 2025 reduction was Thomson Reuters, cutting an estimated $2.41M.
  • Plato Investment Management fully exited Kinross Gold in Q2 2025, selling an estimated $2.68M.
  • Plato Investment Management's ten largest holdings make up 33% of its $1.33B portfolio in Q2 2025.
  • Plato Investment Management opened 33 new positions and closed 44 in Q2 2025.
  • Plato Investment Management's portfolio value rose 12% quarter-over-quarter to $1.33B.

Based on Plato Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.