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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
MSI icon
76
Motorola Solutions
MSI
$76.5B
$3.98M 0.3%
9,496
-387
-4% -$162K
RY icon
77
Royal Bank of Canada
RY
$293B
$3.96M 0.3%
30,231
+39
+0.1% +$4.77K
TMO icon
78
Thermo Fisher Scientific
TMO
$222B
$3.93M 0.3%
9,734
+968
+11% +$405K
APH icon
79
Amphenol
APH
$207B
$3.84M 0.29%
39,005
-11,680
-23% -$955K
ITW icon
80
Illinois Tool Works
ITW
$83.9B
$3.83M 0.29%
15,548
+14
+0.1% +$3.38K
SHW icon
81
Sherwin-Williams
SHW
$88.1B
$3.82M 0.29%
11,168
+130
+1% +$45K
BMY icon
82
Bristol-Myers Squibb
BMY
$132B
$3.79M 0.29%
82,194
+3,589
+5% +$176K
TMUS icon
83
T-Mobile US
TMUS
$191B
$3.76M 0.28%
15,821
-1
-0% -$244
MRSH
84
Marsh
MRSH
$91B
$3.66M 0.27%
16,779
-354
-2% -$79.9K
BLK icon
85
Blackrock
BLK
$175B
$3.62M 0.27%
3,467
+3
+0.1% +$2.84K
DHR icon
86
Danaher
DHR
$147B
$3.59M 0.27%
18,224
+5,194
+40% +$1.01M
SPOT icon
87
Spotify
SPOT
$105B
$3.56M 0.27%
4,661
+502
+12% +$322K
ES icon
88
Eversource Energy
ES
$26.8B
$3.55M 0.27%
55,967
+28
+0.1% +$1.73K
MDT icon
89
Medtronic
MDT
$114B
$3.5M 0.26%
40,280
+833
+2% +$70.6K
TEL icon
90
TE Connectivity
TEL
$62B
$3.49M 0.26%
20,784
+8,330
+67% +$1.26M
MDLZ icon
91
Mondelez International
MDLZ
$78.5B
$3.47M 0.26%
51,680
+1,490
+3% +$99.4K
ANET icon
92
Arista Networks
ANET
$242B
$3.4M 0.26%
33,352
+109
+0.3% +$9.43K
INVH icon
93
Invitation Homes
INVH
$17.8B
$3.35M 0.25%
102,631
+14
+0% +$470
BNY
94
Bank of New York Mellon
BNY
$108B
$3.24M 0.24%
35,730
-12,277
-26% -$1.04M
FISV
95
Fiserv Inc
FISV
$27.8B
$3.16M 0.24%
18,419
-1,525
-8% -$277K
SCHW
96
Charles Schwab
SCHW
$188B
$3.12M 0.23%
34,275
+3,431
+11% +$287K
CI icon
97
Cigna
CI
$73.6B
$3.12M 0.23%
9,458
-1,429
-13% -$461K
SLB icon
98
SLB Ltd
SLB
$78.9B
$3.1M 0.23%
92,146
+7,062
+8% +$245K
PLD icon
99
Prologis
PLD
$132B
$3.09M 0.23%
29,543
+369
+1% +$38.7K
MELI icon
100
Mercado Libre
MELI
$92.5B
$3.07M 0.23%
1,180
+142
+14% +$332K
2 3
4
5 6

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DF
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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.