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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
+13.94%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$967M
AUM Growth
+$886M
Cap. Flow
+$831M
Cap. Flow %
85.93%
Top 10 Hldgs %
31.31%
Holding
524
New
69
Increased
304
Reduced
34
Closed
35

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$55.5M
2
AAPL icon
Apple
AAPL
+$55M
3
NVDA icon
NVIDIA
NVDA
+$35.4M
4
AMZN icon
Amazon
AMZN
+$30M
5
META icon
Meta Platforms (Facebook)
META
+$20M

Top Sells

Rank Stock Value
1
MPC icon
Marathon Petroleum
MPC
+$277K
2
LNC icon
Lincoln National
LNC
+$242K
3
WBA
Walgreens Boots Alliance
WBA
+$161K
4
HESM icon
Hess Midstream
HESM
+$150K
5
KSS icon
Kohl's
KSS
+$128K

Sector Composition

Rank Sector Weight
1 Technology 32.23%
2 Healthcare 12.51%
3 Financials 11.5%
4 Consumer Discretionary 10.59%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSCO icon
76
Cisco
CSCO
$477B
$3.28M 0.34%
65,725
+59,185
+905% +$2.95M
FISV
77
Fiserv Inc
FISV
$28.1B
$3.28M 0.34%
20,507
+18,681
+1,023% +$2.72M
BNY
78
Bank of New York Mellon
BNY
$109B
$3.25M 0.34%
56,466
+55,127
+4,117% +$3.04M
CME icon
79
CME Group
CME
$93.3B
$3.14M 0.32%
14,589
+12,555
+617% +$2.64M
DHR icon
80
Danaher
DHR
$146B
$3.04M 0.31%
12,188
+11,449
+1,549% +$2.79M
ELV icon
81
Elevance Health
ELV
$84.4B
$3.03M 0.31%
5,846
+4,758
+437% +$2.37M
ISRG icon
82
Intuitive Surgical
ISRG
$142B
$3.02M 0.31%
7,563
+6,717
+794% +$2.54M
FAST icon
83
Fastenal
FAST
$60.4B
$3.02M 0.31%
78,232
+76,774
+5,266% +$2.71M
NKE icon
84
Nike
NKE
$61.3B
$2.99M 0.31%
31,795
+30,500
+2,355% +$3.1M
KVUE icon
85
Kenvue
KVUE
$36.5B
$2.96M 0.31%
137,933
+136,979
+14,358% +$2.78M
MSI icon
86
Motorola Solutions
MSI
$77B
$2.9M 0.3%
8,170
+8,092
+10,374% +$2.66M
SLB icon
87
SLB Ltd
SLB
$79.2B
$2.89M 0.3%
52,726
+50,486
+2,254% +$2.55M
UBER icon
88
Uber
UBER
$160B
$2.87M 0.3%
37,270
+34,307
+1,158% +$2.46M
ITW icon
89
Illinois Tool Works
ITW
$83.6B
$2.86M 0.3%
10,649
+9,831
+1,202% +$2.55M
EIX icon
90
Edison International
EIX
$26.9B
$2.85M 0.29%
40,238
+38,387
+2,074% +$2.62M
AON icon
91
Aon
AON
$75.8B
$2.82M 0.29%
8,464
+7,864
+1,311% +$2.44M
SNPS icon
92
Synopsys
SNPS
$78.8B
$2.82M 0.29%
4,930
+3,810
+340% +$2.1M
CVS icon
93
CVS Health
CVS
$119B
$2.81M 0.29%
35,188
+31,192
+781% +$2.38M
FCX icon
94
Freeport-McMoran
FCX
$96.3B
$2.77M 0.29%
58,897
+49,901
+555% +$2.01M
EBAY icon
95
eBay
EBAY
$47.5B
$2.73M 0.28%
51,685
+50,518
+4,329% +$2.3M
PAYX icon
96
Paychex
PAYX
$43.2B
$2.68M 0.28%
21,828
+20,856
+2,146% +$2.53M
DHI icon
97
D.R. Horton
DHI
$42.1B
$2.65M 0.27%
16,134
+14,436
+850% +$2.16M
IBM icon
98
IBM
IBM
$225B
$2.6M 0.27%
13,630
+12,609
+1,235% +$2.3M
VRTX icon
99
Vertex Pharmaceuticals
VRTX
$135B
$2.57M 0.27%
6,140
+5,350
+677% +$2.26M
DVN icon
100
Devon Energy
DVN
$50B
$2.53M 0.26%
50,492
+50,478
+360,557% +$2.24M
2 3
4
5 6

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Plato Investment Management's Q1 2024 Portfolio in Review

As of Q1 2024, Plato Investment Management held 524 positions worth $967M, up 1,086% from $81.6M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Plato Investment Management deployed $831M of net new capital in Q1 2024, opening 69 new positions and adding to 304 existing holdings. Its largest new stake was Advanced Micro Devices: 26,618 shares worth $4.8M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 34% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Marathon Petroleum, an estimated $277K trimmed.

  • Plato Investment Management's largest Q1 2024 buy was Advanced Micro Devices: 26,618 shares worth $4.8M.
  • Plato Investment Management added most to Microsoft in Q1 2024, an estimated $55.5M increase.
  • Plato Investment Management's biggest Q1 2024 reduction was Marathon Petroleum, cutting an estimated $277K.
  • Plato Investment Management fully exited Lincoln National in Q1 2024, selling an estimated $242K.
  • Plato Investment Management's ten largest holdings make up 31% of its $967M portfolio in Q1 2024.
  • Plato Investment Management opened 69 new positions and closed 35 in Q1 2024.
  • Plato Investment Management's portfolio value rose 1,086% quarter-over-quarter to $967M.

Based on Plato Investment Management's 13F filing for Q1 2024, filed 15 May 2024.