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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
+14.51%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.33B
AUM Growth
+$143M
Cap. Flow
+$32.2M
Cap. Flow %
2.42%
Top 10 Hldgs %
32.85%
Holding
560
New
33
Increased
318
Reduced
101
Closed
44

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$5.24M
2
TD icon
Toronto Dominion Bank
TD
+$2.67M
3
AAPL icon
Apple
AAPL
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

Rank Stock Value
1
KGC icon
Kinross Gold
KGC
+$2.68M
2
TRI icon
Thomson Reuters
TRI
+$2.41M
3
SHOP icon
Shopify
SHOP
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

Rank Sector Weight
1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACN icon
51
Accenture
ACN
$109B
$5.3M 0.4%
17,806
+1,185
+7% +$361K
ETN icon
52
Eaton
ETN
$173B
$5.27M 0.4%
14,830
+78
+0.5% +$24K
IBM icon
53
IBM
IBM
$223B
$5.26M 0.4%
17,896
+2,247
+14% +$579K
MCD icon
54
McDonald's
MCD
$194B
$5.24M 0.39%
17,998
+398
+2% +$123K
PFE icon
55
Pfizer
PFE
$154B
$5.13M 0.39%
212,518
+23,646
+13% +$551K
GEV icon
56
GE Vernova
GEV
$264B
$5.02M 0.38%
9,525
-238
-2% -$99.1K
AMGN icon
57
Amgen
AMGN
$226B
$5.02M 0.38%
18,046
+983
+6% +$278K
AMD icon
58
Advanced Micro Devices
AMD
$767B
$5M 0.38%
35,347
+8,175
+30% +$890K
MRK icon
59
Merck
MRK
$323B
$4.98M 0.37%
63,127
+4,035
+7% +$321K
GILD icon
60
Gilead Sciences
GILD
$165B
$4.91M 0.37%
44,414
-2,068
-4% -$220K
TT icon
61
Trane Technologies
TT
$105B
$4.88M 0.37%
11,192
+55
+0.5% +$21.7K
UBER icon
62
Uber
UBER
$159B
$4.85M 0.36%
52,136
+15,666
+43% +$1.29M
LRCX icon
63
Lam Research
LRCX
$383B
$4.79M 0.36%
49,378
+35
+0.1% +$2.78K
T icon
64
AT&T
T
$165B
$4.67M 0.35%
162,024
+60
+0% +$1.65K
MS icon
65
Morgan Stanley
MS
$338B
$4.61M 0.35%
32,860
+145
+0.4% +$17.8K
SYK icon
66
Stryker
SYK
$133B
$4.57M 0.34%
11,600
+166
+1% +$62.1K
CMCSA icon
67
Comcast
CMCSA
$89.4B
$4.57M 0.34%
128,557
+106
+0.1% +$3.67K
ECL icon
68
Ecolab
ECL
$79.7B
$4.41M 0.33%
16,417
+372
+2% +$94.6K
TJX icon
69
TJX Companies
TJX
$175B
$4.38M 0.33%
35,625
+209
+0.6% +$26.5K
NOW icon
70
ServiceNow
NOW
$132B
$4.26M 0.32%
20,780
+1,780
+9% +$336K
EOG icon
71
EOG Resources
EOG
$74.6B
$4.23M 0.32%
35,456
+129
+0.4% +$14.7K
CME icon
72
CME Group
CME
$94.8B
$4.16M 0.31%
15,133
+43
+0.3% +$11.7K
AWK icon
73
American Water Works
AWK
$26.9B
$4.08M 0.31%
29,471
-3,244
-10% -$465K
ADI icon
74
Analog Devices
ADI
$187B
$4.05M 0.3%
17,099
+49
+0.3% +$10.2K
EIX icon
75
Edison International
EIX
$26.1B
$4.04M 0.3%
78,608
+47
+0.1% +$2.58K
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 Q2 2025 Portfolio in Review

As of Q2 2025, Plato Investment Management held 560 positions worth $1.33B, up 12% from $1.19B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Plato Investment Management's Q2 2025 filing shows 33 new, 318 increased, 101 reduced and 44 closed positions. Its largest new stake was Toronto Dominion Bank: 40,872 shares worth $2.99M. The largest sale was Kinross Gold, an estimated $2.68M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 32% a quarter earlier, followed by Financials and Healthcare.

  • Plato Investment Management's largest Q2 2025 buy was Toronto Dominion Bank: 40,872 shares worth $2.99M.
  • Plato Investment Management added most to Broadcom in Q2 2025, an estimated $5.24M increase.
  • Plato Investment Management's biggest Q2 2025 reduction was Thomson Reuters, cutting an estimated $2.41M.
  • Plato Investment Management fully exited Kinross Gold in Q2 2025, selling an estimated $2.68M.
  • Plato Investment Management's ten largest holdings make up 33% of its $1.33B portfolio in Q2 2025.
  • Plato Investment Management opened 33 new positions and closed 44 in Q2 2025.
  • Plato Investment Management's portfolio value rose 12% quarter-over-quarter to $1.33B.

Based on Plato Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.