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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
+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
ACN icon
76
Accenture
ACN
$109B
$4.43M 0.3%
18,112
+306
+2% +$79.8K
RY icon
77
Royal Bank of Canada
RY
$293B
$4.41M 0.3%
30,112
-119
-0.4% -$16.4K
ADI icon
78
Analog Devices
ADI
$188B
$4.35M 0.29%
17,820
+721
+4% +$173K
APH icon
79
Amphenol
APH
$207B
$4.31M 0.29%
35,110
-3,895
-10% -$427K
MSI icon
80
Motorola Solutions
MSI
$76.6B
$4.3M 0.29%
9,486
-10
-0.1% -$4.51K
CME icon
81
CME Group
CME
$93.4B
$4.27M 0.29%
15,917
+784
+5% +$213K
SYK icon
82
Stryker
SYK
$133B
$4.26M 0.29%
11,600
– –
ANET icon
83
Arista Networks
ANET
$246B
$4.23M 0.29%
29,252
-4,100
-12% -$528K
BMY icon
84
Bristol-Myers Squibb
BMY
$130B
$4.18M 0.28%
93,470
+11,276
+14% +$527K
BLK icon
85
Blackrock
BLK
$177B
$4.14M 0.28%
3,581
+114
+3% +$127K
AWK icon
86
American Water Works
AWK
$26.9B
$4.07M 0.28%
29,471
– –
TT icon
87
Trane Technologies
TT
$106B
$4.07M 0.28%
9,719
-1,473
-13% -$629K
MDT icon
88
Medtronic
MDT
$115B
$4.02M 0.27%
42,585
+2,305
+6% +$212K
ITW icon
89
Illinois Tool Works
ITW
$83.6B
$4.02M 0.27%
15,548
– –
ES icon
90
Eversource Energy
ES
$26.7B
$3.95M 0.27%
55,967
– –
SHW icon
91
Sherwin-Williams
SHW
$88.3B
$3.9M 0.26%
11,340
+172
+2% +$60.6K
BNY
92
Bank of New York Mellon
BNY
$109B
$3.87M 0.26%
35,811
+81
+0.2% +$8.26K
EIX icon
93
Edison International
EIX
$26.8B
$3.84M 0.26%
70,020
-8,588
-11% -$463K
BKR icon
94
Baker Hughes
BKR
$64.3B
$3.81M 0.26%
78,713
– –
TMUS icon
95
T-Mobile US
TMUS
$192B
$3.76M 0.25%
15,826
+5
+0% +$1.21K
CVS icon
96
CVS Health
CVS
$119B
$3.73M 0.25%
49,909
+9,167
+23% +$628K
SPG icon
97
Simon Property Group
SPG
$72.1B
$3.7M 0.25%
19,853
+1,835
+10% +$317K
CLS icon
98
Celestica
CLS
$39.1B
$3.68M 0.25%
15,046
+9,135
+155% +$1.84M
LOW icon
99
Lowe's Companies
LOW
$124B
$3.59M 0.24%
14,386
+1,230
+9% +$302K
DHR icon
100
Danaher
DHR
$146B
$3.59M 0.24%
18,224
– –
2 3
4
5 6

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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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PAIM
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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.