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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
+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
AXTA icon
476
Axalta
AXTA
$7.94B
$76.9K 0.01%
2,238
+1,365
+156% +$51.4K
BLD
477
DELISTED
TopBuild
BLD
$75.6K 0.01%
242
-183
-43% -$67.1K
SO icon
478
Southern Company
SO
$106B
$72.4K 0.01%
876
-2,916
-77% -$256K
SVM
479
Silvercorp Metals
SVM
$2.68B
$72.3K 0.01%
23,974
– –
KBH icon
480
KB Home
KBH
$3.46B
$71.2K 0.01%
1,080
– –
IBP icon
481
Installed Building Products
IBP
$6.5B
$68.8K 0.01%
391
– –
FTI icon
482
TechnipFMC
FTI
$29.9B
$68.1K 0.01%
+2,343
New +$66.7K
JXN icon
483
Jackson Financial
JXN
$8.86B
$66K ﹤0.01%
755
-2,090
-73% -$204K
MEDP icon
484
Medpace
MEDP
$16.8B
$63.7K ﹤0.01%
191
-165
-46% -$56K
CRDO icon
485
Credo Technology Group
CRDO
$50.5B
$61.1K ﹤0.01%
+906
New +$45K
PATH icon
486
UiPath
PATH
$7.9B
$60.7K ﹤0.01%
4,760
– –
EXR icon
487
Extra Space Storage
EXR
$31.1B
$59.9K ﹤0.01%
399
– –
KMB icon
488
Kimberly-Clark
KMB
$36.4B
$57.1K ﹤0.01%
+434
New +$59.2K
DD icon
489
DuPont de Nemours
DD
$19.4B
$56.3K ﹤0.01%
+586
New +$61K
QSR icon
490
Restaurant Brands International
QSR
$26B
$55.5K ﹤0.01%
849
– –
ALC icon
491
Alcon
ALC
$35.4B
$53.2K ﹤0.01%
624
– –
RACE icon
492
Ferrari
RACE
$71.4B
$53.1K ﹤0.01%
+124
New +$56K
U icon
493
Unity
U
$19.4B
$51.7K ﹤0.01%
2,293
– –
ON icon
494
ON Semiconductor
ON
$32.4B
$50.8K ﹤0.01%
+803
New +$55.3K
MAR icon
495
Marriott International
MAR
$92.7B
$48.2K ﹤0.01%
+172
New +$47.2K
WPC icon
496
W.P. Carey
WPC
$16.1B
$48K ﹤0.01%
+877
New +$50K
COKE icon
497
Coca-Cola Consolidated
COKE
$12.5B
$46.8K ﹤0.01%
370
-620
-63% -$77.6K
TPC
498
Tutor Perini Cor
TPC
$5.13B
$46.3K ﹤0.01%
1,908
– –
CNM icon
499
Core & Main
CNM
$8.56B
$45.8K ﹤0.01%
896
– –
CCRN
500
DELISTED
Cross Country Healthcare
CCRN
$45.6K ﹤0.01%
+2,503
New +$33.7K
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 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.