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
GTM
501
ZoomInfo Technologies
GTM
$1.23B
$2.75K ﹤0.01%
273
+21
+8% +$194
VRSN icon
502
VeriSign
VRSN
$26.5B
$1.73K ﹤0.01%
+6
New +$1.63K
BL icon
503
BlackLine
BL
$1.7B
$1.64K ﹤0.01%
29
+2
+7% +$103
NDAQ icon
504
Nasdaq
NDAQ
$53.4B
$1.43K ﹤0.01%
16
+1
+7% +$80
COUR icon
505
Coursera
COUR
$1.52B
$1.41K ﹤0.01%
162
+12
+8% +$98
RF icon
506
Regions Financial
RF
$26.8B
$1.36K ﹤0.01%
58
+4
+7% +$85
LH icon
507
Labcorp
LH
$26.1B
$1.31K ﹤0.01%
5
– –
ZD icon
508
Ziff Davis
ZD
$2B
$1.06K ﹤0.01%
35
+3
+9% +$96
ELS icon
509
Equity Lifestyle Properties
ELS
$12.5B
$1.04K ﹤0.01%
17
+1
+6% +$64
KWR icon
510
Quaker Houghton
KWR
$2.96B
$1K ﹤0.01%
9
+1
+13% +$109
ODFL icon
511
Old Dominion Freight Line
ODFL
$44.1B
$970 ﹤0.01%
6
– –
CDNA icon
512
CareDx
CDNA
$2.44B
$915 ﹤0.01%
47
-1,366
-97% -$24.3K
FRSH icon
513
Freshworks
FRSH
$3.31B
$668 ﹤0.01%
45
+3
+7% +$43
SBH icon
514
Sally Beauty Holdings
SBH
$1.57B
$646 ﹤0.01%
70
-301
-81% -$2.59K
AGNT
515
AGNT Inc
AGNT
$715M
$644 ﹤0.01%
71
+5
+8% +$44
CSX icon
516
CSX Corp
CSX
$92.8B
$293 ﹤0.01%
9
+1
+13% +$30
ACGL icon
517
Arch Capital
ACGL
$33.5B
– –
-2,822
Closed -$274K
ACI icon
518
Albertsons Companies
ACI
$5.89B
– –
-2,368
Closed -$52.6K
ALC icon
519
Alcon
ALC
$35.9B
– –
-8,408
Closed -$799K
AWR icon
520
American States Water
AWR
$3.43B
– –
-108
Closed -$8.59K
BAM icon
521
Brookfield Asset Management
BAM
$84.4B
– –
-1,075
Closed -$52.6K
BEPC icon
522
Brookfield Renewable
BEPC
$6.17B
– –
-42,082
Closed -$1.19M
BKE icon
523
Buckle
BKE
$2.4B
– –
-4,907
Closed -$190K
BRO icon
524
Brown & Brown
BRO
$24B
– –
-3,552
Closed -$447K
BURL icon
525
Burlington
BURL
$23.4B
– –
-2,605
Closed -$628K
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
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.