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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
+13.57%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$81.6M
AUM Growth
–
Cap. Flow
+$75.9M
Cap. Flow %
93.07%
Top 10 Hldgs %
31.59%
Holding
455
New
455
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$5.83M
2
MSFT icon
Microsoft
MSFT
+$4.94M
3
NVDA icon
NVIDIA
NVDA
+$2.75M
4
AMZN icon
Amazon
AMZN
+$2.55M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.03M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 33.65%
2 Healthcare 14.13%
3 Consumer Discretionary 11.28%
4 Communication Services 9.75%
5 Financials 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APP icon
51
Applovin
APP
$109B
$364K 0.45%
+9,123
New +$358K
MMM icon
52
3M
MMM
$94.5B
$355K 0.43%
+3,880
New +$311K
ORCL icon
53
Oracle
ORCL
$419B
$353K 0.43%
+3,350
New +$366K
MCD icon
54
McDonald's
MCD
$193B
$337K 0.41%
+1,135
New +$309K
QCOM icon
55
Qualcomm
QCOM
$171B
$331K 0.41%
+2,291
New +$284K
SYK icon
56
Stryker
SYK
$133B
$331K 0.41%
+1,104
New +$310K
CSCO icon
57
Cisco
CSCO
$477B
$330K 0.41%
+6,540
New +$334K
MRSH
58
Marsh
MRSH
$91.2B
$330K 0.41%
+1,743
New +$337K
RTX icon
59
RTX Corp
RTX
$301B
$330K 0.4%
+3,918
New +$310K
TMO icon
60
Thermo Fisher Scientific
TMO
$221B
$326K 0.4%
+614
New +$297K
VRTX icon
61
Vertex Pharmaceuticals
VRTX
$135B
$321K 0.39%
+790
New +$292K
OC icon
62
Owens Corning
OC
$12.4B
$318K 0.39%
+2,143
New +$284K
CVS icon
63
CVS Health
CVS
$120B
$316K 0.39%
+3,996
New +$284K
PRU icon
64
Prudential Financial
PRU
$42.1B
$313K 0.38%
+3,018
New +$289K
ABT icon
65
Abbott
ABT
$190B
$313K 0.38%
+2,843
New +$284K
INTC icon
66
Intel
INTC
$492B
$312K 0.38%
+6,216
New +$253K
PK icon
67
Park Hotels & Resorts
PK
$2.91B
$309K 0.38%
+20,176
New +$278K
PGR icon
68
Progressive
PGR
$124B
$305K 0.37%
+1,918
New +$300K
PHM icon
69
Pultegroup
PHM
$25B
$305K 0.37%
+2,953
New +$251K
DXCM icon
70
DexCom
DXCM
$33.7B
$300K 0.37%
+2,417
New +$247K
AXP icon
71
American Express
AXP
$231B
$299K 0.37%
+1,595
New +$257K
DUK icon
72
Duke Energy
DUK
$95B
$298K 0.37%
+3,068
New +$279K
DIS icon
73
Walt Disney
DIS
$179B
$296K 0.36%
+3,276
New +$289K
LMT icon
74
Lockheed Martin
LMT
$137B
$291K 0.36%
+642
New +$284K
T icon
75
AT&T
T
$167B
$290K 0.36%
+17,275
New +$273K
1 2
3
4 5

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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
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VCM
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CGH
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Plato Investment Management's Q4 2023 Portfolio in Review

Q4 2023 is the first quarter with a 13F filing on record for Plato Investment Management, which disclosed 455 positions worth $81.6M. Its ten largest holdings account for 32% of the portfolio.

Its largest position is Apple: 31,585 shares worth $6.08M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, followed by Healthcare and Consumer Discretionary.

  • Plato Investment Management's largest Q4 2023 buy was Apple: 31,585 shares worth $6.08M.
  • Plato Investment Management's ten largest holdings make up 32% of its $81.6M portfolio in Q4 2023.
  • Plato Investment Management disclosed 455 positions in Q4 2023, its first 13F filing on record.

Based on Plato Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.