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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
+13.57%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$81.6M
AUM Growth
–
Cap. Flow
+$75.9M
Cap. Flow %
93.07%
Top 10 Hldgs %
31.59%
Holding
455
New
455
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$5.83M
2
MSFT icon
Microsoft
MSFT
+$4.94M
3
NVDA icon
NVIDIA
NVDA
+$2.75M
4
AMZN icon
Amazon
AMZN
+$2.55M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.03M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 33.65%
2 Healthcare 14.13%
3 Consumer Discretionary 11.28%
4 Communication Services 9.75%
5 Financials 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WBA
101
DELISTED
Walgreens Boots Alliance
WBA
$190K 0.23%
+7,270
New +$163K
ABNB icon
102
Airbnb
ABNB
$111B
$189K 0.23%
+1,389
New +$179K
CVX icon
103
Chevron
CVX
$382B
$187K 0.23%
+1,252
New +$189K
WFC icon
104
Wells Fargo
WFC
$265B
$186K 0.23%
+3,776
New +$163K
LOW icon
105
Lowe's Companies
LOW
$123B
$186K 0.23%
+834
New +$169K
TGT icon
106
Target
TGT
$69B
$184K 0.23%
+1,290
New +$157K
UBER icon
107
Uber
UBER
$159B
$182K 0.22%
+2,963
New +$155K
SCHW
108
Charles Schwab
SCHW
$187B
$181K 0.22%
+2,636
New +$152K
MS icon
109
Morgan Stanley
MS
$338B
$180K 0.22%
+1,928
New +$154K
TRV icon
110
Travelers Companies
TRV
$78.3B
$180K 0.22%
+943
New +$163K
AON icon
111
Aon
AON
$75.7B
$175K 0.21%
+600
New +$192K
PANW icon
112
Palo Alto Networks
PANW
$314B
$171K 0.21%
+1,162
New +$155K
DHR icon
113
Danaher
DHR
$147B
$171K 0.21%
+739
New +$157K
CL icon
114
Colgate-Palmolive
CL
$74.3B
$170K 0.21%
+2,135
New +$161K
IBM icon
115
IBM
IBM
$223B
$167K 0.2%
+1,021
New +$154K
DDS icon
116
Dillards
DDS
$9.9B
$164K 0.2%
+407
New +$138K
PYPL icon
117
PayPal
PYPL
$50.5B
$164K 0.2%
+2,669
New +$153K
XYZ
118
Block Inc
XYZ
$47.5B
$164K 0.2%
+2,115
New +$120K
DE icon
119
Deere & Co
DE
$164B
$162K 0.2%
+405
New +$153K
DOW icon
120
Dow Inc
DOW
$22.1B
$160K 0.2%
+2,916
New +$149K
GE icon
121
GE Aerospace
GE
$380B
$158K 0.19%
+1,555
New +$144K
SBUX icon
122
Starbucks
SBUX
$119B
$150K 0.18%
+1,565
New +$152K
PXD
123
DELISTED
Pioneer Natural Resource Co.
PXD
$150K 0.18%
+665
New +$156K
VRT icon
124
Vertiv
VRT
$104B
$141K 0.17%
+2,938
New +$125K
NKE icon
125
Nike
NKE
$62.5B
$141K 0.17%
+1,295
New +$139K
3 4
5
6 7

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CIP
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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
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
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VCM
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CGH
Contrarius Group Holdings Hamilton, Bermuda $1.77B AUM 83.15% 1-Year Est. Return

Plato Investment Management's Q4 2023 Portfolio in Review

Q4 2023 is the first quarter with a 13F filing on record for Plato Investment Management, which disclosed 455 positions worth $81.6M. Its ten largest holdings account for 32% of the portfolio.

Its largest position is Apple: 31,585 shares worth $6.08M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, followed by Healthcare and Consumer Discretionary.

  • Plato Investment Management's largest Q4 2023 buy was Apple: 31,585 shares worth $6.08M.
  • Plato Investment Management's ten largest holdings make up 32% of its $81.6M portfolio in Q4 2023.
  • Plato Investment Management disclosed 455 positions in Q4 2023, its first 13F filing on record.

Based on Plato Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.