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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
PLTR icon
76
Palantir
PLTR
$421B
$4.19M 0.31%
55,146
-4,925
-8% -$287K
ISRG icon
77
Intuitive Surgical
ISRG
$139B
$4.11M 0.3%
7,844
+284
+4% +$148K
ITW icon
78
Illinois Tool Works
ITW
$83.9B
$4.1M 0.3%
16,119
– –
BKR icon
79
Baker Hughes
BKR
$63.6B
$4.01M 0.3%
97,487
-29,159
-23% -$1.18M
APH icon
80
Amphenol
APH
$207B
$4.01M 0.29%
57,527
+26,332
+84% +$1.84M
LRCX icon
81
Lam Research
LRCX
$383B
$3.96M 0.29%
54,685
-975
-2% -$74K
GEV icon
82
GE Vernova
GEV
$264B
$3.88M 0.29%
11,753
+10,448
+801% +$3.27M
ECL icon
83
Ecolab
ECL
$79.7B
$3.82M 0.28%
16,245
– –
AMP icon
84
Ameriprise Financial
AMP
$49.2B
$3.74M 0.27%
6,992
– –
CM icon
85
Canadian Imperial Bank of Commerce
CM
$109B
$3.73M 0.27%
58,712
+5,769
+11% +$367K
TMUS icon
86
T-Mobile US
TMUS
$191B
$3.71M 0.27%
16,742
+2,478
+17% +$564K
CME icon
87
CME Group
CME
$94.8B
$3.7M 0.27%
15,860
+470
+3% +$108K
SPGI icon
88
S&P Global
SPGI
$121B
$3.69M 0.27%
7,386
+1,347
+22% +$683K
SPG icon
89
Simon Property Group
SPG
$71.5B
$3.61M 0.27%
20,892
+3,936
+23% +$691K
EIX icon
90
Edison International
EIX
$26.1B
$3.53M 0.26%
44,024
+381
+0.9% +$31.8K
T icon
91
AT&T
T
$165B
$3.4M 0.25%
148,972
-27,306
-15% -$615K
UBS icon
92
UBS Group
UBS
$177B
$3.3M 0.24%
107,490
+4,220
+4% +$134K
INVH icon
93
Invitation Homes
INVH
$17.8B
$3.29M 0.24%
102,617
– –
PLD icon
94
Prologis
PLD
$132B
$3.22M 0.24%
30,333
– –
ES icon
95
Eversource Energy
ES
$26.8B
$3.21M 0.24%
55,724
+404
+0.7% +$25.2K
IBM icon
96
IBM
IBM
$223B
$3.19M 0.23%
14,461
+543
+4% +$121K
MDT icon
97
Medtronic
MDT
$114B
$3.14M 0.23%
39,156
+1,085
+3% +$93.9K
SLB icon
98
SLB Ltd
SLB
$78.9B
$3.13M 0.23%
81,296
– –
MDLZ icon
99
Mondelez International
MDLZ
$78.5B
$3.09M 0.23%
51,595
+1,678
+3% +$111K
PRU icon
100
Prudential Financial
PRU
$42.1B
$3.09M 0.23%
25,947
+24
+0.1% +$2.96K
2 3
4
5 6

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DF
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SFI
Siemens Fonds Invest Munich, Germany $1.75B AUM 26.24% 1-Year Est. Return
NM
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NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
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.