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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
FRSH icon
526
Freshworks
FRSH
$3.31B
$599 ﹤0.01%
42
– –
CSX icon
527
CSX Corp
CSX
$92.5B
$238 ﹤0.01%
8
-482
-98% -$15.3K
AEO icon
528
American Eagle Outfitters
AEO
$2.91B
– –
-1,032
Closed -$17.3K
AFG icon
529
American Financial Group
AFG
$12B
– –
-2,925
Closed -$402K
ALLY icon
530
Ally Financial
ALLY
$13.4B
– –
-3,719
Closed -$134K
ANF icon
531
Abercrombie & Fitch
ANF
$5.24B
– –
-181
Closed -$27.2K
APAM icon
532
Artisan Partners
APAM
$3.08B
– –
-4,918
Closed -$212K
APPF icon
533
AppFolio
APPF
$7.19B
– –
-86
Closed -$21.3K
BA icon
534
Boeing
BA
$184B
– –
-12
Closed -$2.13K
BGFV
535
DELISTED
Big 5 Sporting Goods
BGFV
– –
-85
Closed -$153
BLD
536
DELISTED
TopBuild
BLD
– –
-242
Closed -$75.6K
BLDR icon
537
Builders FirstSource
BLDR
$8.08B
– –
-176
Closed -$25.2K
BMI icon
538
Badger Meter
BMI
$3.93B
– –
-1,465
Closed -$312K
BOX icon
539
Box
BOX
$4.55B
– –
-4,225
Closed -$134K
BRZE icon
540
Braze
BRZE
$3.18B
– –
-2,736
Closed -$115K
CBOE icon
541
Cboe Global Markets
CBOE
$29.5B
– –
-420
Closed -$82.4K
CCL icon
542
Carnival Corporation Ltd
CCL
$38B
– –
-9,811
Closed -$245K
CCRN
543
DELISTED
Cross Country Healthcare
CCRN
– –
-2,503
Closed -$45.6K
CFLT
544
DELISTED
Confluent
CFLT
– –
-289
Closed -$8.11K
CNM icon
545
Core & Main
CNM
$8.73B
– –
-896
Closed -$45.8K
COKE icon
546
Coca-Cola Consolidated
COKE
$12.1B
– –
-370
Closed -$46.8K
CRDO icon
547
Credo Technology Group
CRDO
$46.2B
– –
-906
Closed -$61.1K
CUBE icon
548
CubeSmart
CUBE
$9.2B
– –
-16
Closed -$688
CW icon
549
Curtiss-Wright
CW
$26.1B
– –
-434
Closed -$155K
DBI icon
550
Designer Brands
DBI
$321M
– –
-3,328
Closed -$17.8K
20 21
22
23 24

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CIP
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DF
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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
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PAIM
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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.