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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
MAR icon
576
Marriott International
MAR
$91.1B
– –
-172
Closed -$48.2K
MDB icon
577
MongoDB
MDB
$35.3B
– –
-1,862
Closed -$435K
MEDP icon
578
Medpace
MEDP
$16.9B
– –
-191
Closed -$63.7K
MTCH icon
579
Match Group
MTCH
$8.45B
– –
-2,810
Closed -$92.2K
NEE icon
580
NextEra Energy
NEE
$179B
– –
-5,469
Closed -$393K
NLY icon
581
Annaly Capital Management
NLY
$17.4B
– –
-21,147
Closed -$388K
NUE icon
582
Nucor
NUE
$61.9B
– –
-169
Closed -$19.8K
OC icon
583
Owens Corning
OC
$12.6B
– –
-1,467
Closed -$251K
ORI icon
584
Old Republic International
ORI
$10.2B
– –
-9,965
Closed -$362K
PAAS icon
585
Pan American Silver
PAAS
$21.8B
– –
-32,802
Closed -$666K
PATH icon
586
UiPath
PATH
$8.14B
– –
-4,760
Closed -$60.7K
PCTY icon
587
Paylocity
PCTY
$7.7B
– –
-66
Closed -$13.2K
PK icon
588
Park Hotels & Resorts
PK
$2.89B
– –
-9,972
Closed -$141K
POWL icon
589
Powell Industries
POWL
$7.59B
– –
-1,716
Closed -$127K
QLYS icon
590
Qualys
QLYS
$6.51B
– –
-61
Closed -$8.59K
RAMP icon
591
LiveRamp
RAMP
$2.3B
– –
-69
Closed -$2.1K
RDFN
592
DELISTED
Redfin
RDFN
– –
-4,237
Closed -$33.5K
RHI icon
593
Robert Half
RHI
$4.31B
– –
-12
Closed -$849
RPRX icon
594
Royalty Pharma
RPRX
$25.7B
– –
-6,503
Closed -$166K
SEZL
595
Sezzle
SEZL
$4.32B
– –
-690
Closed -$29.5K
SF
596
Stifel
SF
$12.7B
– –
-27
Closed -$1.92K
SFIX
597
Stitch Fix
SFIX
$499M
– –
-19,595
Closed -$84.8K
SIG icon
598
Signet Jewelers
SIG
$3.68B
– –
-99
Closed -$8.02K
SKT icon
599
Tanger
SKT
$4.43B
– –
-488
Closed -$16.7K
SLM icon
600
SLM Corp
SLM
$5.11B
– –
-4,107
Closed -$114K
22 23
24
25 26

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.