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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
SHW icon
76
Sherwin-Williams
SHW
$88.5B
$3.9M 0.33%
11,038
-1,785
-14% -$626K
ITW icon
77
Illinois Tool Works
ITW
$83.8B
$3.89M 0.33%
15,534
-585
-4% -$150K
MS icon
78
Morgan Stanley
MS
$339B
$3.86M 0.33%
32,715
-9,196
-22% -$1.18M
SPGI icon
79
S&P Global
SPGI
$120B
$3.83M 0.32%
7,458
+72
+1% +$36.8K
TT icon
80
Trane Technologies
TT
$106B
$3.79M 0.32%
11,137
-789
-7% -$285K
LRCX icon
81
Lam Research
LRCX
$390B
$3.63M 0.31%
49,343
-5,342
-10% -$421K
CI icon
82
Cigna
CI
$71.9B
$3.62M 0.31%
10,887
-6,153
-36% -$1.85M
INVH icon
83
Invitation Homes
INVH
$17.8B
$3.61M 0.3%
102,617
– –
SLB icon
84
SLB Ltd
SLB
$79.2B
$3.6M 0.3%
85,084
+3,788
+5% +$155K
MDT icon
85
Medtronic
MDT
$116B
$3.58M 0.3%
39,447
+291
+0.7% +$26K
ES icon
86
Eversource Energy
ES
$26.8B
$3.51M 0.3%
55,939
+215
+0.4% +$12.8K
ADI icon
87
Analog Devices
ADI
$188B
$3.48M 0.29%
17,050
+3,597
+27% +$777K
MDLZ icon
88
Mondelez International
MDLZ
$78.5B
$3.44M 0.29%
50,190
-1,405
-3% -$86.6K
RY icon
89
Royal Bank of Canada
RY
$293B
$3.44M 0.29%
30,192
+5,305
+21% +$625K
APH icon
90
Amphenol
APH
$207B
$3.36M 0.28%
50,685
-6,842
-12% -$467K
BLK icon
91
Blackrock
BLK
$178B
$3.31M 0.28%
3,464
-2,912
-46% -$2.85M
PLD icon
92
Prologis
PLD
$133B
$3.3M 0.28%
29,174
-1,159
-4% -$134K
NOW icon
93
ServiceNow
NOW
$131B
$3.06M 0.26%
19,000
-3,690
-16% -$711K
GEV icon
94
GE Vernova
GEV
$270B
$3.01M 0.25%
9,763
-1,990
-17% -$694K
SPG icon
95
Simon Property Group
SPG
$72.2B
$2.9M 0.24%
17,271
-3,621
-17% -$633K
HWM icon
96
Howmet Aerospace
HWM
$113B
$2.87M 0.24%
21,886
-4,476
-17% -$568K
VRTX icon
97
Vertex Pharmaceuticals
VRTX
$135B
$2.85M 0.24%
5,825
-820
-12% -$382K
HES
98
DELISTED
Hess
HES
$2.84M 0.24%
17,582
– –
COP icon
99
ConocoPhillips
COP
$151B
$2.83M 0.24%
26,619
– –
AMP icon
100
Ameriprise Financial
AMP
$49.9B
$2.82M 0.24%
5,767
-1,225
-18% -$642K
2 3
4
5 6

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.