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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
-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
APO icon
501
Apollo Global Management
APO
$82.8B
$4.84K ﹤0.01%
35
-213
-86% -$32.8K
CACI icon
502
CACI
CACI
$14.8B
$4.45K ﹤0.01%
+12
New +$4.59K
HWC icon
503
Hancock Whitney
HWC
$6.28B
$4.19K ﹤0.01%
+79
New +$4.44K
FIX icon
504
Comfort Systems
FIX
$59.4B
$3.58K ﹤0.01%
11
-778
-99% -$314K
SBH icon
505
Sally Beauty Holdings
SBH
$1.58B
$3.39K ﹤0.01%
+371
New +$3.65K
ENB icon
506
Enbridge
ENB
$113B
$3.31K ﹤0.01%
74
– –
EQIX icon
507
Equinix
EQIX
$102B
$3.3K ﹤0.01%
4
-130
-97% -$117K
CCEP icon
508
Coca-Cola Europacific Partners
CCEP
$47.1B
$3.17K ﹤0.01%
36
– –
ESI icon
509
Element Solutions
ESI
$9.17B
$2.95K ﹤0.01%
+129
New +$3.3K
TDOC icon
510
Teladoc Health
TDOC
$1.24B
$2.59K ﹤0.01%
322
-1,420
-82% -$14.4K
GTM
511
ZoomInfo Technologies
GTM
$1.19B
$2.55K ﹤0.01%
252
-568
-69% -$5.96K
AFRM icon
512
Affirm
AFRM
$25.7B
$1.96K ﹤0.01%
43
-7,631
-99% -$452K
WTRG icon
513
Essential Utilities
WTRG
$11.4B
$1.84K ﹤0.01%
46
– –
ROK icon
514
Rockwell Automation
ROK
$49.6B
$1.57K ﹤0.01%
6
– –
BL icon
515
BlackLine
BL
$1.63B
$1.32K ﹤0.01%
27
– –
ZD icon
516
Ziff Davis
ZD
$1.83B
$1.22K ﹤0.01%
32
– –
RF icon
517
Regions Financial
RF
$26.9B
$1.19K ﹤0.01%
54
-7,885
-99% -$184K
LH icon
518
Labcorp
LH
$26.1B
$1.18K ﹤0.01%
5
– –
NDAQ icon
519
Nasdaq
NDAQ
$53.1B
$1.15K ﹤0.01%
15
– –
ELS icon
520
Equity Lifestyle Properties
ELS
$12.4B
$1.08K ﹤0.01%
16
– –
COUR icon
521
Coursera
COUR
$1.5B
$1.01K ﹤0.01%
150
– –
ODFL icon
522
Old Dominion Freight Line
ODFL
$43.4B
$1K ﹤0.01%
6
– –
KWR icon
523
Quaker Houghton
KWR
$2.94B
$1K ﹤0.01%
8
– –
BF.B icon
524
Brown-Forman Class B
BF.B
$12.9B
$892 ﹤0.01%
26
– –
AGNT
525
AGNT Inc
AGNT
$714M
$652 ﹤0.01%
66
-10,789
-99% -$115K
19 20
21
22 23

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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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.