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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
ELS icon
576
Equity Lifestyle Properties
ELS
$12.4B
$1.07K ﹤0.01%
16
– –
ODFL icon
577
Old Dominion Freight Line
ODFL
$43.4B
$1.06K ﹤0.01%
6
– –
BF.B icon
578
Brown-Forman Class B
BF.B
$12.9B
$991 ﹤0.01%
26
– –
NJR icon
579
New Jersey Resources
NJR
$5.55B
$983 ﹤0.01%
21
– –
OVV icon
580
Ovintiv
OVV
$17.6B
$894 ﹤0.01%
+22
New +$916
RHI icon
581
Robert Half
RHI
$4.31B
$849 ﹤0.01%
12
-9
-43% -$642
GXO icon
582
GXO Logistics
GXO
$5.37B
$786 ﹤0.01%
18
-47
-72% -$2.59K
CUBE icon
583
CubeSmart
CUBE
$9.2B
$688 ﹤0.01%
16
– –
FRSH icon
584
Freshworks
FRSH
$3.31B
$682 ﹤0.01%
42
– –
BGFV
585
DELISTED
Big 5 Sporting Goods
BGFV
$153 ﹤0.01%
85
– –
AGI icon
586
Alamos Gold
AGI
$14B
– –
-7,375
Closed -$147K
ALKS icon
587
Alkermes
ALKS
$8.26B
– –
-32
Closed -$895
BAX icon
588
Baxter International
BAX
$14.3B
– –
-736
Closed -$27.9K
BHC icon
589
Bausch Health
BHC
$2.33B
– –
-90
Closed -$735
CDW icon
590
CDW
CDW
$16.9B
– –
-220
Closed -$49.7K
CVE icon
591
Cenovus Energy
CVE
$55B
– –
-483
Closed -$8.08K
CWEN icon
592
Clearway Energy Class C
CWEN
$7.08B
– –
-7,978
Closed -$245K
EXAS
593
DELISTED
Exact Sciences
EXAS
– –
-7,856
Closed -$535K
EXPE icon
594
Expedia Group
EXPE
$38.5B
– –
-2,480
Closed -$367K
FANG icon
595
Diamondback Energy
FANG
$56.5B
– –
-218
Closed -$37.5K
FCNCA icon
596
First Citizens BancShares
FCNCA
$25.4B
– –
-137
Closed -$252K
FDS icon
597
Factset
FDS
$10.1B
– –
-1
Closed -$459
KD icon
598
Kyndryl
KD
$2.91B
– –
-750
Closed -$17.2K
KSS icon
599
Kohl's
KSS
$2.1B
– –
-6,882
Closed -$145K
LAUR icon
600
Laureate Education
LAUR
$5.05B
– –
-8,853
Closed -$147K
21 22 23
24
25

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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
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PAIM
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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.