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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
+7.45%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.23B
AUM Growth
+$159M
Cap. Flow
+$94.2M
Cap. Flow %
7.64%
Top 10 Hldgs %
31.56%
Holding
582
New
87
Increased
150
Reduced
90
Closed
35

Top Buys

Rank Stock Value
1
ACN icon
Accenture
ACN
+$6.02M
2
TRI icon
Thomson Reuters
TRI
+$4.27M
3
TT icon
Trane Technologies
TT
+$4.1M
4
DB icon
Deutsche Bank
DB
+$4.01M
5
MDT icon
Medtronic
MDT
+$3.2M

Top Sells

Rank Stock Value
1
ES icon
Eversource Energy
ES
+$2.71M
2
EBAY icon
eBay
EBAY
+$1.33M
3
HPQ icon
HP
HPQ
+$1.32M
4
AON icon
Aon
AON
+$1.2M
5
RS icon
Reliance Steel & Aluminium
RS
+$921K

Sector Composition

Rank Sector Weight
1 Technology 33.09%
2 Financials 12.88%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MOS icon
476
The Mosaic Company
MOS
$7.12B
$24.5K ﹤0.01%
917
– –
VSXY
477
Victoria's Secret
VSXY
$7.5B
$23.3K ﹤0.01%
906
– –
AEO icon
478
American Eagle Outfitters
AEO
$2.74B
$23.1K ﹤0.01%
1,032
– –
ESTC icon
479
Elastic
ESTC
$7.96B
$22.5K ﹤0.01%
293
– –
BALL icon
480
Ball Corp
BALL
$16.6B
$21K ﹤0.01%
309
– –
SWKS icon
481
Skyworks Solutions
SWKS
$10.2B
$20.5K ﹤0.01%
208
-6,780
-97% -$719K
APPF icon
482
AppFolio
APPF
$6.99B
$20.2K ﹤0.01%
86
– –
CSX icon
483
CSX Corp
CSX
$92.8B
$19.7K ﹤0.01%
570
– –
LPLA icon
484
LPL Financial
LPLA
$29.4B
$18.8K ﹤0.01%
81
-899
-92% -$203K
NTNX icon
485
Nutanix
NTNX
$17.3B
$18.1K ﹤0.01%
305
– –
UGI icon
486
UGI
UGI
$7.5B
$17.5K ﹤0.01%
700
– –
FVRR icon
487
Fiverr
FVRR
$312M
$17.4K ﹤0.01%
+672
New +$16.3K
KD icon
488
Kyndryl
KD
$2.79B
$17.2K ﹤0.01%
750
– –
GDRX icon
489
GoodRx Holdings
GDRX
$1.23B
$16.4K ﹤0.01%
2,372
-3,099
-57% -$24.3K
SKT icon
490
Tanger
SKT
$4.45B
$16.2K ﹤0.01%
488
– –
TDOC icon
491
Teladoc Health
TDOC
$1.21B
$16K ﹤0.01%
1,742
– –
TMHC
492
DELISTED
Taylor Morrison
TMHC
$15.4K ﹤0.01%
220
– –
WY icon
493
Weyerhaeuser
WY
$17.8B
$13.5K ﹤0.01%
400
– –
GIII icon
494
G-III Apparel Group
GIII
$1.41B
$12.8K ﹤0.01%
421
– –
WMB icon
495
Williams Companies
WMB
$90B
$12.7K ﹤0.01%
+278
New +$12.2K
YEXT icon
496
Yext
YEXT
$568M
$12.6K ﹤0.01%
1,824
– –
PCTY icon
497
Paylocity
PCTY
$7.64B
$12.4K ﹤0.01%
75
-3,640
-98% -$554K
TSN icon
498
Tyson Foods
TSN
$19.7B
$12.3K ﹤0.01%
207
– –
GTLB icon
499
GitLab
GTLB
$6.97B
$11.5K ﹤0.01%
223
– –
HRB icon
500
H&R Block
HRB
$6.81B
$10.4K ﹤0.01%
164
– –
18 19
20
21 22

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SFI
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NM
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NMC
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VCM
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PAIM
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HHAM
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Plato Investment Management's Q3 2024 Portfolio in Review

As of Q3 2024, Plato Investment Management held 582 positions worth $1.23B, up 15% from $1.07B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Plato Investment Management deployed $94.2M of net new capital in Q3 2024, opening 87 new positions and adding to 150 existing holdings. Its largest new stake was Accenture: 18,313 shares worth $6.47M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 35% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Eversource Energy, an estimated $2.71M trimmed.

  • Plato Investment Management's largest Q3 2024 buy was Accenture: 18,313 shares worth $6.47M.
  • Plato Investment Management added most to EOG Resources in Q3 2024, an estimated $2.81M increase.
  • Plato Investment Management's biggest Q3 2024 reduction was Eversource Energy, cutting an estimated $2.71M.
  • Plato Investment Management fully exited Walgreens Boots Alliance in Q3 2024, selling an estimated $616K.
  • Plato Investment Management's ten largest holdings make up 32% of its $1.23B portfolio in Q3 2024.
  • Plato Investment Management opened 87 new positions and closed 35 in Q3 2024.
  • Plato Investment Management's portfolio value rose 15% quarter-over-quarter to $1.23B.

Based on Plato Investment Management's 13F filing for Q3 2024, filed 6 Nov 2024.