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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
TJX icon
51
TJX Companies
TJX
$175B
$5.41M 0.4%
44,626
+6,611
+17% +$789K
GE icon
52
GE Aerospace
GE
$380B
$5.39M 0.4%
32,194
+2,209
+7% +$394K
CAT icon
53
Caterpillar
CAT
$385B
$5.31M 0.39%
14,594
– –
MS icon
54
Morgan Stanley
MS
$338B
$5.29M 0.39%
41,911
+4,430
+12% +$546K
AMGN icon
55
Amgen
AMGN
$226B
$5.27M 0.39%
20,154
+1,446
+8% +$429K
FISV
56
Fiserv Inc
FISV
$27.8B
$5.23M 0.38%
25,382
+3,892
+18% +$795K
KLAC icon
57
KLA
KLAC
$252B
$5.17M 0.38%
81,750
+17,130
+27% +$1.16M
MCD icon
58
McDonald's
MCD
$194B
$5.09M 0.37%
17,511
– –
MRK icon
59
Merck
MRK
$323B
$5.05M 0.37%
50,624
– –
ABT icon
60
Abbott
ABT
$188B
$5.05M 0.37%
44,510
– –
NOW icon
61
ServiceNow
NOW
$132B
$4.83M 0.35%
22,690
– –
CI icon
62
Cigna
CI
$73.6B
$4.72M 0.35%
17,040
+2,313
+16% +$737K
BNY
63
Bank of New York Mellon
BNY
$108B
$4.68M 0.34%
60,646
-5,767
-9% -$446K
MRSH
64
Marsh
MRSH
$91B
$4.67M 0.34%
21,905
+2,721
+14% +$604K
TMO icon
65
Thermo Fisher Scientific
TMO
$222B
$4.56M 0.34%
8,730
+1,183
+16% +$650K
AWK icon
66
American Water Works
AWK
$26.9B
$4.53M 0.33%
36,279
+491
+1% +$66.3K
SYK icon
67
Stryker
SYK
$133B
$4.44M 0.33%
12,295
+131
+1% +$48.5K
VZ icon
68
Verizon
VZ
$195B
$4.44M 0.33%
110,672
-3,411
-3% -$144K
C icon
69
Citigroup
C
$227B
$4.43M 0.33%
62,666
+443
+0.7% +$29.9K
TT icon
70
Trane Technologies
TT
$105B
$4.42M 0.33%
11,926
+95
+0.8% +$37.7K
ANET icon
71
Arista Networks
ANET
$242B
$4.39M 0.32%
39,575
+15,599
+65% +$1.6M
SHW icon
72
Sherwin-Williams
SHW
$88.1B
$4.37M 0.32%
12,823
-680
-5% -$254K
APP icon
73
Applovin
APP
$113B
$4.32M 0.32%
13,290
-10,133
-43% -$2.56M
EOG icon
74
EOG Resources
EOG
$74.6B
$4.31M 0.32%
35,064
+11,057
+46% +$1.41M
MRVL icon
75
Marvell Technology
MRVL
$187B
$4.24M 0.31%
38,221
+21,742
+132% +$2.02M
1 2
3
4 5

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SFI
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NM
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NMC
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SLF
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VCM
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CGH
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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.