We are live on ! Find out more
PIM

Plato Investment Management Portfolio holdings

AUM $1.75B
1-Year Est. Return 41.21%
This Fund
S&P 500
This Quarter Est. Return
+10.2%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.48B
AUM Growth
+$146M
Cap. Flow
+$45.4M
Cap. Flow %
3.08%
Top 10 Hldgs %
35%
Holding
546
New
30
Increased
162
Reduced
82
Closed
30

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.55M
2
CMCSA icon
Comcast
CMCSA
+$2.4M
3
SCHW
Charles Schwab
SCHW
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$2.01M
5
CLS icon
Celestica
CLS
+$1.84M

Top Sells

Rank Stock Value
1
SNPS icon
Synopsys
SNPS
+$2.62M
2
HES
Hess
HES
+$2.33M
3
ANSS
Ansys
ANSS
+$2.3M
4
FCX icon
Freeport-McMoran
FCX
+$1.59M
5
AMAT icon
Applied Materials
AMAT
+$1.48M

Sector Composition

Rank Sector Weight
1 Technology 36.11%
2 Financials 13.19%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
51
Abbott
ABT
$188B
$5.67M 0.38%
42,681
– –
MRK icon
52
Merck
MRK
$323B
$5.67M 0.38%
68,054
+4,927
+8% +$406K
ETN icon
53
Eaton
ETN
$173B
$5.63M 0.38%
15,154
+324
+2% +$118K
GILD icon
54
Gilead Sciences
GILD
$165B
$5.63M 0.38%
51,082
+6,668
+15% +$758K
APP icon
55
Applovin
APP
$113B
$5.59M 0.38%
7,836
+304
+4% +$140K
MCD icon
56
McDonald's
MCD
$194B
$5.56M 0.38%
18,446
+448
+2% +$136K
PFE icon
57
Pfizer
PFE
$154B
$5.54M 0.38%
219,270
+6,752
+3% +$167K
MS icon
58
Morgan Stanley
MS
$338B
$5.46M 0.37%
34,595
+1,735
+5% +$256K
SCHW
59
Charles Schwab
SCHW
$187B
$5.4M 0.37%
57,039
+22,764
+66% +$2.16M
SPGI icon
60
S&P Global
SPGI
$121B
$5.23M 0.35%
10,819
+562
+5% +$301K
PGR icon
61
Progressive
PGR
$124B
$5.18M 0.35%
21,121
– –
TJX icon
62
TJX Companies
TJX
$175B
$5.16M 0.35%
35,943
+318
+0.9% +$42.2K
IBM icon
63
IBM
IBM
$223B
$5.01M 0.34%
17,896
– –
UBER icon
64
Uber
UBER
$159B
$4.98M 0.34%
51,191
-945
-2% -$88.4K
UBS icon
65
UBS Group
UBS
$177B
$4.91M 0.33%
120,920
+36,462
+43% +$1.42M
EOG icon
66
EOG Resources
EOG
$74.6B
$4.87M 0.33%
43,748
+8,292
+23% +$989K
AMAT icon
67
Applied Materials
AMAT
$415B
$4.76M 0.32%
23,430
-8,166
-26% -$1.48M
MU icon
68
Micron Technology
MU
$972B
$4.74M 0.32%
28,574
+10,187
+55% +$1.3M
ISRG icon
69
Intuitive Surgical
ISRG
$139B
$4.74M 0.32%
10,670
+333
+3% +$160K
TMO icon
70
Thermo Fisher Scientific
TMO
$222B
$4.69M 0.32%
9,734
– –
SHOP icon
71
Shopify
SHOP
$200B
$4.55M 0.31%
30,834
+9,448
+44% +$1.28M
T icon
72
AT&T
T
$165B
$4.54M 0.31%
162,024
– –
TEL icon
73
TE Connectivity
TEL
$62B
$4.53M 0.31%
20,784
– –
NOW icon
74
ServiceNow
NOW
$132B
$4.53M 0.31%
24,775
+3,995
+19% +$746K
ECL icon
75
Ecolab
ECL
$79.7B
$4.46M 0.3%
16,417
– –
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
CGH
Contrarius Group Holdings Hamilton, Bermuda $1.77B AUM 83.15% 1-Year Est. Return

Plato Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Plato Investment Management held 546 positions worth $1.48B, up 11% from $1.33B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Plato Investment Management deployed $45.4M of net new capital in Q3 2025, opening 30 new positions and adding to 162 existing holdings. Its largest new stake was Magna International: 39,967 shares worth $1.88M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 35% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Synopsys, an estimated $2.62M trimmed.

  • Plato Investment Management's largest Q3 2025 buy was Magna International: 39,967 shares worth $1.88M.
  • Plato Investment Management added most to Microsoft in Q3 2025, an estimated $2.55M increase.
  • Plato Investment Management's biggest Q3 2025 reduction was Synopsys, cutting an estimated $2.62M.
  • Plato Investment Management fully exited Hess in Q3 2025, selling an estimated $2.33M.
  • Plato Investment Management's ten largest holdings make up 35% of its $1.48B portfolio in Q3 2025.
  • Plato Investment Management opened 30 new positions and closed 30 in Q3 2025.
  • Plato Investment Management's portfolio value rose 11% quarter-over-quarter to $1.48B.

Based on Plato Investment Management's 13F filing for Q3 2025, filed 5 Nov 2025.