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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
DVN icon
551
Devon Energy
DVN
$49.9B
– –
-1,275
Closed -$41.9K
ENPH icon
552
Enphase Energy
ENPH
$5.59B
– –
-180
Closed -$12.4K
ESTC icon
553
Elastic
ESTC
$7.94B
– –
-293
Closed -$29.1K
ETSY icon
554
Etsy
ETSY
$7.29B
– –
-164
Closed -$8.71K
EWBC icon
555
East-West Bancorp
EWBC
$18.2B
– –
-2,630
Closed -$253K
FSM icon
556
Fortuna Silver Mines
FSM
$3.21B
– –
-187,621
Closed -$808K
GFF icon
557
Griffon
GFF
$4.84B
– –
-5,000
Closed -$358K
GIII icon
558
G-III Apparel Group
GIII
$1.44B
– –
-421
Closed -$13.8K
GL icon
559
Globe Life
GL
$14.1B
– –
-748
Closed -$83.7K
GNRC icon
560
Generac Holdings
GNRC
$12.7B
– –
-56
Closed -$8.71K
GTLB icon
561
GitLab
GTLB
$7.11B
– –
-223
Closed -$12.6K
GXO icon
562
GXO Logistics
GXO
$5.37B
– –
-18
Closed -$786
HAL icon
563
Halliburton
HAL
$28.2B
– –
-23,903
Closed -$652K
HBM icon
564
Hudbay
HBM
$12.3B
– –
-11,703
Closed -$95.2K
HESM icon
565
Hess Midstream
HESM
$5.2B
– –
-7,865
Closed -$292K
HRB icon
566
H&R Block
HRB
$5.92B
– –
-3,814
Closed -$202K
IBP icon
567
Installed Building Products
IBP
$6.63B
– –
-391
Closed -$68.8K
IRM icon
568
Iron Mountain
IRM
$36.4B
– –
-1,661
Closed -$175K
JANX icon
569
Janux Therapeutics
JANX
$1.01B
– –
-498
Closed -$26.8K
JXN icon
570
Jackson Financial
JXN
$8.75B
– –
-755
Closed -$66K
KBH icon
571
KB Home
KBH
$3.54B
– –
-1,080
Closed -$71.2K
KMDA icon
572
Kamada
KMDA
$409M
– –
-21,785
Closed -$133K
LII icon
573
Lennox International
LII
$14.9B
– –
-1,454
Closed -$889K
LNTH icon
574
Lantheus
LNTH
$6.57B
– –
-31
Closed -$2.78K
MAA icon
575
Mid-America Apartment Communities
MAA
$15.3B
– –
-18
Closed -$2.79K
21 22
23
24 25

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.