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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
+7.45%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.23B
AUM Growth
+$159M
Cap. Flow
+$94.2M
Cap. Flow %
7.64%
Top 10 Hldgs %
31.56%
Holding
582
New
87
Increased
150
Reduced
90
Closed
35

Top Buys

Rank Stock Value
1
ACN icon
Accenture
ACN
+$6.02M
2
TRI icon
Thomson Reuters
TRI
+$4.27M
3
TT icon
Trane Technologies
TT
+$4.1M
4
DB icon
Deutsche Bank
DB
+$4.01M
5
MDT icon
Medtronic
MDT
+$3.2M

Top Sells

Rank Stock Value
1
ES icon
Eversource Energy
ES
+$2.71M
2
EBAY icon
eBay
EBAY
+$1.33M
3
HPQ icon
HP
HPQ
+$1.32M
4
AON icon
Aon
AON
+$1.2M
5
RS icon
Reliance Steel & Aluminium
RS
+$921K

Sector Composition

Rank Sector Weight
1 Technology 33.09%
2 Financials 12.88%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KLAC icon
51
KLA
KLAC
$252B
$5M 0.41%
64,620
+1,310
+2% +$103K
CMCSA icon
52
Comcast
CMCSA
$89.4B
$4.94M 0.4%
118,279
– –
AMD icon
53
Advanced Micro Devices
AMD
$767B
$4.79M 0.39%
29,237
– –
BNY
54
Bank of New York Mellon
BNY
$108B
$4.77M 0.39%
66,413
+9,947
+18% +$654K
TMO icon
55
Thermo Fisher Scientific
TMO
$222B
$4.66M 0.38%
7,547
+523
+7% +$310K
DIS icon
56
Walt Disney
DIS
$178B
$4.64M 0.38%
48,291
– –
ETN icon
57
Eaton
ETN
$173B
$4.64M 0.38%
14,010
+2,466
+21% +$753K
TT icon
58
Trane Technologies
TT
$105B
$4.59M 0.37%
+11,831
New +$4.1M
PFE icon
59
Pfizer
PFE
$154B
$4.58M 0.37%
158,445
+16,327
+11% +$476K
BKR icon
60
Baker Hughes
BKR
$63.6B
$4.57M 0.37%
126,646
-9,963
-7% -$350K
LRCX icon
61
Lam Research
LRCX
$383B
$4.54M 0.37%
55,660
+1,910
+4% +$166K
CSCO icon
62
Cisco
CSCO
$483B
$4.49M 0.36%
84,469
– –
TJX icon
63
TJX Companies
TJX
$175B
$4.46M 0.36%
38,015
+405
+1% +$46.4K
SYK icon
64
Stryker
SYK
$133B
$4.39M 0.36%
12,164
– –
TRI icon
65
Thomson Reuters
TRI
$45.2B
$4.39M 0.36%
+25,321
New +$4.27M
DB icon
66
Deutsche Bank
DB
$71.9B
$4.32M 0.35%
+249,557
New +$4.01M
MRSH
67
Marsh
MRSH
$91B
$4.28M 0.35%
19,184
+2,781
+17% +$617K
GILD icon
68
Gilead Sciences
GILD
$165B
$4.26M 0.35%
50,821
+2,468
+5% +$188K
ITW icon
69
Illinois Tool Works
ITW
$83.9B
$4.22M 0.34%
16,119
– –
WFC icon
70
Wells Fargo
WFC
$265B
$4.21M 0.34%
74,565
+2,119
+3% +$120K
MSI icon
71
Motorola Solutions
MSI
$76.5B
$4.15M 0.34%
9,233
+680
+8% +$284K
ECL icon
72
Ecolab
ECL
$79.7B
$4.14M 0.34%
16,245
-3,243
-17% -$793K
NOW icon
73
ServiceNow
NOW
$132B
$4.05M 0.33%
22,690
+1,520
+7% +$250K
DVN icon
74
Devon Energy
DVN
$49.9B
$3.99M 0.32%
102,180
+31,405
+44% +$1.38M
MS icon
75
Morgan Stanley
MS
$338B
$3.9M 0.32%
37,481
+9,196
+33% +$926K
1 2
3
4 5

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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
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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 Q3 2024 Portfolio in Review

As of Q3 2024, Plato Investment Management held 582 positions worth $1.23B, up 15% from $1.07B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Plato Investment Management deployed $94.2M of net new capital in Q3 2024, opening 87 new positions and adding to 150 existing holdings. Its largest new stake was Accenture: 18,313 shares worth $6.47M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 35% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Eversource Energy, an estimated $2.71M trimmed.

  • Plato Investment Management's largest Q3 2024 buy was Accenture: 18,313 shares worth $6.47M.
  • Plato Investment Management added most to EOG Resources in Q3 2024, an estimated $2.81M increase.
  • Plato Investment Management's biggest Q3 2024 reduction was Eversource Energy, cutting an estimated $2.71M.
  • Plato Investment Management fully exited Walgreens Boots Alliance in Q3 2024, selling an estimated $616K.
  • Plato Investment Management's ten largest holdings make up 32% of its $1.23B portfolio in Q3 2024.
  • Plato Investment Management opened 87 new positions and closed 35 in Q3 2024.
  • Plato Investment Management's portfolio value rose 15% quarter-over-quarter to $1.23B.

Based on Plato Investment Management's 13F filing for Q3 2024, filed 6 Nov 2024.