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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
SM icon
601
SM Energy
SM
$7.73B
– –
-3,863
Closed -$150K
SVM
602
Silvercorp Metals
SVM
$2.79B
– –
-23,974
Closed -$72.3K
TER icon
603
Teradyne
TER
$59.3B
– –
-1,310
Closed -$166K
TFX icon
604
Teleflex
TFX
$5.91B
– –
-1,315
Closed -$235K
THC icon
605
Tenet Healthcare
THC
$20.9B
– –
-167
Closed -$21.2K
TMHC
606
DELISTED
Taylor Morrison
TMHC
– –
-220
Closed -$13.5K
TOL icon
607
Toll Brothers
TOL
$14.3B
– –
-1,140
Closed -$144K
TOST icon
608
Toast
TOST
$20.2B
– –
-171
Closed -$6.26K
TPH
609
DELISTED
Tri Pointe Homes
TPH
– –
-164
Closed -$5.97K
TRP icon
610
TC Energy
TRP
$66.3B
– –
-4,287
Closed -$200K
TRU icon
611
TransUnion
TRU
$15.4B
– –
-1,820
Closed -$169K
TTEK icon
612
Tetra Tech
TTEK
$9.06B
– –
-140
Closed -$5.6K
U icon
613
Unity
U
$19.3B
– –
-2,293
Closed -$51.7K
UGI icon
614
UGI
UGI
$7.54B
– –
-700
Closed -$19.8K
VCEL icon
615
Vericel Corp
VCEL
$2.27B
– –
-198
Closed -$10.9K
VCYT icon
616
Veracyte
VCYT
$3.73B
– –
-4,816
Closed -$191K
VERX icon
617
Vertex
VERX
$1.98B
– –
-766
Closed -$41K
VSXY
618
Victoria's Secret
VSXY
$7.48B
– –
-906
Closed -$37.7K
VYGR icon
619
Voyager Therapeutics
VYGR
$197M
– –
-1,449
Closed -$8.25K
WAL icon
620
Western Alliance Bancorporation
WAL
$8.89B
– –
-1,883
Closed -$158K
WM icon
621
Waste Management
WM
$90.7B
– –
-737
Closed -$149K
WU icon
622
Western Union
WU
$2.2B
– –
-13,177
Closed -$140K
WY icon
623
Weyerhaeuser
WY
$18B
– –
-400
Closed -$11.3K
YELP icon
624
Yelp
YELP
$1.28B
– –
-57
Closed -$2.21K
YEXT icon
625
Yext
YEXT
$572M
– –
-1,657
Closed -$10.6K
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.