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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
+13.94%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$967M
AUM Growth
+$886M
Cap. Flow
+$831M
Cap. Flow %
85.93%
Top 10 Hldgs %
31.31%
Holding
524
New
69
Increased
304
Reduced
34
Closed
35

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$55.5M
2
AAPL icon
Apple
AAPL
+$55M
3
NVDA icon
NVIDIA
NVDA
+$35.4M
4
AMZN icon
Amazon
AMZN
+$30M
5
META icon
Meta Platforms (Facebook)
META
+$20M

Top Sells

Rank Stock Value
1
MPC icon
Marathon Petroleum
MPC
+$277K
2
LNC icon
Lincoln National
LNC
+$242K
3
WBA
Walgreens Boots Alliance
WBA
+$161K
4
HESM icon
Hess Midstream
HESM
+$150K
5
KSS icon
Kohl's
KSS
+$128K

Sector Composition

Rank Sector Weight
1 Technology 32.23%
2 Healthcare 12.51%
3 Financials 11.5%
4 Consumer Discretionary 10.59%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GM icon
101
General Motors
GM
$78.2B
$2.53M 0.26%
55,714
+49,982
+872% +$1.94M
SBUX icon
102
Starbucks
SBUX
$122B
$2.51M 0.26%
27,508
+25,943
+1,658% +$2.41M
ADI icon
103
Analog Devices
ADI
$188B
$2.5M 0.26%
12,643
+11,369
+892% +$2.19M
AMP icon
104
Ameriprise Financial
AMP
$49.8B
$2.45M 0.25%
5,588
+5,559
+19,169% +$2.23M
T icon
105
AT&T
T
$167B
$2.39M 0.25%
135,676
+118,401
+685% +$2.02M
CDNS icon
106
Cadence Design Systems
CDNS
$90.3B
$2.35M 0.24%
7,540
+5,784
+329% +$1.71M
MSCI icon
107
MSCI
MSCI
$41B
$2.35M 0.24%
4,187
+3,948
+1,652% +$2.22M
DELL icon
108
Dell
DELL
$284B
$2.35M 0.24%
20,554
+19,859
+2,857% +$1.85M
REGN icon
109
Regeneron Pharmaceuticals
REGN
$82.6B
$2.3M 0.24%
2,394
+2,271
+1,846% +$2.16M
PCAR icon
110
PACCAR
PCAR
$70B
$2.27M 0.23%
18,326
+17,180
+1,499% +$1.85M
OTIS icon
111
Otis Worldwide
OTIS
$27.8B
$2.26M 0.23%
22,745
+21,772
+2,238% +$2.01M
ABNB icon
112
Airbnb
ABNB
$112B
$2.17M 0.22%
13,135
+11,746
+846% +$1.78M
SPG icon
113
Simon Property Group
SPG
$71.5B
$2.11M 0.22%
13,480
+13,026
+2,869% +$1.91M
HPQ icon
114
HP
HPQ
$26.6B
$2.09M 0.22%
69,045
+66,234
+2,356% +$1.95M
ICE icon
115
Intercontinental Exchange
ICE
$84.6B
$2.09M 0.22%
15,175
+14,496
+2,135% +$1.93M
PYPL icon
116
PayPal
PYPL
$50.6B
$2.02M 0.21%
30,162
+27,493
+1,030% +$1.69M
RPM icon
117
RPM International
RPM
$14.9B
$2.01M 0.21%
16,904
+16,872
+52,725% +$1.88M
AMT icon
118
American Tower
AMT
$79.2B
$1.98M 0.2%
10,030
+9,391
+1,470% +$1.87M
NOW icon
119
ServiceNow
NOW
$132B
$1.98M 0.2%
12,980
+12,170
+1,502% +$1.84M
VRT icon
120
Vertiv
VRT
$108B
$1.98M 0.2%
24,192
+21,254
+723% +$1.34M
PH icon
121
Parker-Hannifin
PH
$134B
$1.95M 0.2%
3,517
+3,501
+21,881% +$1.78M
BA icon
122
Boeing
BA
$184B
$1.94M 0.2%
10,078
+9,564
+1,861% +$1.97M
GIS icon
123
General Mills
GIS
$20.3B
$1.93M 0.2%
27,627
+26,272
+1,939% +$1.71M
CMG icon
124
Chipotle Mexican Grill
CMG
$40.6B
$1.91M 0.2%
32,850
+30,200
+1,140% +$1.54M
DXCM icon
125
DexCom
DXCM
$33.7B
$1.91M 0.2%
13,763
+11,346
+469% +$1.43M
3 4
5
6 7

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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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PAIM
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Plato Investment Management's Q1 2024 Portfolio in Review

As of Q1 2024, Plato Investment Management held 524 positions worth $967M, up 1,086% from $81.6M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Plato Investment Management deployed $831M of net new capital in Q1 2024, opening 69 new positions and adding to 304 existing holdings. Its largest new stake was Advanced Micro Devices: 26,618 shares worth $4.8M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 34% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Marathon Petroleum, an estimated $277K trimmed.

  • Plato Investment Management's largest Q1 2024 buy was Advanced Micro Devices: 26,618 shares worth $4.8M.
  • Plato Investment Management added most to Microsoft in Q1 2024, an estimated $55.5M increase.
  • Plato Investment Management's biggest Q1 2024 reduction was Marathon Petroleum, cutting an estimated $277K.
  • Plato Investment Management fully exited Lincoln National in Q1 2024, selling an estimated $242K.
  • Plato Investment Management's ten largest holdings make up 31% of its $967M portfolio in Q1 2024.
  • Plato Investment Management opened 69 new positions and closed 35 in Q1 2024.
  • Plato Investment Management's portfolio value rose 1,086% quarter-over-quarter to $967M.

Based on Plato Investment Management's 13F filing for Q1 2024, filed 15 May 2024.