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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
WPM icon
51
Wheaton Precious Metals
WPM
$60.7B
$4.82M 0.41%
61,403
+49,030
+396% +$3.27M
CMCSA icon
52
Comcast
CMCSA
$90.6B
$4.79M 0.4%
128,451
-27,637
-18% -$997K
PLTR icon
53
Palantir
PLTR
$422B
$4.78M 0.4%
56,010
+864
+2% +$75.9K
EIX icon
54
Edison International
EIX
$26.6B
$4.68M 0.39%
78,561
+34,537
+78% +$1.98M
T icon
55
AT&T
T
$167B
$4.63M 0.39%
161,964
+12,992
+9% +$327K
DIS icon
56
Walt Disney
DIS
$178B
$4.62M 0.39%
46,260
-7,003
-13% -$753K
AMAT icon
57
Applied Materials
AMAT
$417B
$4.61M 0.39%
31,450
-10,761
-25% -$1.81M
EOG icon
58
EOG Resources
EOG
$75B
$4.58M 0.39%
35,327
+263
+0.8% +$33.8K
KLAC icon
59
KLA
KLAC
$259B
$4.56M 0.38%
66,420
-15,330
-19% -$1.1M
C icon
60
Citigroup
C
$229B
$4.51M 0.38%
62,872
+206
+0.3% +$15.7K
FISV
61
Fiserv Inc
FISV
$28.1B
$4.45M 0.38%
19,944
-5,438
-21% -$1.19M
TMO icon
62
Thermo Fisher Scientific
TMO
$222B
$4.41M 0.37%
8,766
+36
+0.4% +$19.5K
MSI icon
63
Motorola Solutions
MSI
$77B
$4.37M 0.37%
9,883
-2,775
-22% -$1.24M
TJX icon
64
TJX Companies
TJX
$173B
$4.36M 0.37%
35,416
-9,210
-21% -$1.12M
CAT icon
65
Caterpillar
CAT
$389B
$4.31M 0.36%
12,929
-1,665
-11% -$593K
SYK icon
66
Stryker
SYK
$133B
$4.3M 0.36%
11,434
-861
-7% -$328K
TMUS icon
67
T-Mobile US
TMUS
$194B
$4.27M 0.36%
15,822
-920
-5% -$227K
BKR icon
68
Baker Hughes
BKR
$64.1B
$4.23M 0.36%
95,145
-2,342
-2% -$104K
MRSH
69
Marsh
MRSH
$91.6B
$4.23M 0.36%
17,133
-4,772
-22% -$1.08M
ECL icon
70
Ecolab
ECL
$79.7B
$4.11M 0.35%
16,045
-200
-1% -$50.4K
BNY
71
Bank of New York Mellon
BNY
$109B
$4.07M 0.34%
48,007
-12,639
-21% -$1.06M
ETN icon
72
Eaton
ETN
$178B
$4.05M 0.34%
14,752
-3,877
-21% -$1.21M
CME icon
73
CME Group
CME
$93.6B
$4.05M 0.34%
15,090
-770
-5% -$190K
SHOP icon
74
Shopify
SHOP
$196B
$4M 0.34%
41,475
-10,788
-21% -$1.18M
IBM icon
75
IBM
IBM
$225B
$3.93M 0.33%
15,649
+1,188
+8% +$291K
1 2
3
4 5

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.