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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
+7.45%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.23B
AUM Growth
+$159M
Cap. Flow
+$94.2M
Cap. Flow %
7.64%
Top 10 Hldgs %
31.56%
Holding
582
New
87
Increased
150
Reduced
90
Closed
35

Top Buys

Rank Stock Value
1
ACN icon
Accenture
ACN
+$6.02M
2
TRI icon
Thomson Reuters
TRI
+$4.27M
3
TT icon
Trane Technologies
TT
+$4.1M
4
DB icon
Deutsche Bank
DB
+$4.01M
5
MDT icon
Medtronic
MDT
+$3.2M

Top Sells

Rank Stock Value
1
ES icon
Eversource Energy
ES
+$2.71M
2
EBAY icon
eBay
EBAY
+$1.33M
3
HPQ icon
HP
HPQ
+$1.32M
4
AON icon
Aon
AON
+$1.2M
5
RS icon
Reliance Steel & Aluminium
RS
+$921K

Sector Composition

Rank Sector Weight
1 Technology 33.09%
2 Financials 12.88%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
101
IBM
IBM
$224B
$3.07M 0.25%
13,918
+288
+2% +$56.5K
FCX icon
102
Freeport-McMoran
FCX
$96.2B
$3.06M 0.25%
61,342
+11,136
+22% +$502K
APP icon
103
Applovin
APP
$107B
$3.05M 0.25%
23,423
-2,843
-11% -$259K
WTW icon
104
Willis Towers Watson
WTW
$32B
$2.98M 0.24%
+10,132
New +$2.83M
EOG icon
105
EOG Resources
EOG
$75B
$2.95M 0.24%
24,007
+22,380
+1,376% +$2.81M
TMUS icon
106
T-Mobile US
TMUS
$193B
$2.94M 0.24%
14,264
– –
PAYX icon
107
Paychex
PAYX
$43.2B
$2.93M 0.24%
21,828
– –
SPG icon
108
Simon Property Group
SPG
$72.2B
$2.86M 0.23%
16,956
+2,768
+20% +$438K
MELI icon
109
Mercado Libre
MELI
$98.1B
$2.86M 0.23%
+1,396
New +$2.63M
AMT icon
110
American Tower
AMT
$79.1B
$2.84M 0.23%
12,225
+1,152
+10% +$255K
UBER icon
111
Uber
UBER
$160B
$2.84M 0.23%
37,768
– –
COP icon
112
ConocoPhillips
COP
$151B
$2.8M 0.23%
26,619
+4,134
+18% +$454K
REGN icon
113
Regeneron Pharmaceuticals
REGN
$83B
$2.75M 0.22%
2,617
+79
+3% +$87.9K
KGC icon
114
Kinross Gold
KGC
$32.2B
$2.7M 0.22%
+288,103
New +$2.59M
MU icon
115
Micron Technology
MU
$968B
$2.59M 0.21%
24,983
+4,523
+22% +$473K
BEPC icon
116
Brookfield Renewable
BEPC
$6.43B
$2.58M 0.21%
78,982
+69,926
+772% +$2.03M
NKE icon
117
Nike
NKE
$60.8B
$2.5M 0.2%
28,260
-5,843
-17% -$458K
MSCI icon
118
MSCI
MSCI
$40.9B
$2.5M 0.2%
4,285
+2
+0% +$1.08K
STT icon
119
State Street
STT
$51.5B
$2.48M 0.2%
28,014
+4,556
+19% +$376K
ICE icon
120
Intercontinental Exchange
ICE
$84.6B
$2.44M 0.2%
15,182
– –
PYPL icon
121
PayPal
PYPL
$50.4B
$2.39M 0.19%
30,718
– –
HES
122
DELISTED
Hess
HES
$2.39M 0.19%
17,582
– –
DHI icon
123
D.R. Horton
DHI
$42.1B
$2.38M 0.19%
12,490
-462
-4% -$81.2K
SHOP icon
124
Shopify
SHOP
$196B
$2.37M 0.19%
+29,526
New +$2.04M
OTIS icon
125
Otis Worldwide
OTIS
$27.9B
$2.36M 0.19%
22,745
– –
3 4
5
6 7

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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 2024 Portfolio in Review

As of Q3 2024, Plato Investment Management held 582 positions worth $1.23B, up 15% from $1.07B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Plato Investment Management deployed $94.2M of net new capital in Q3 2024, opening 87 new positions and adding to 150 existing holdings. Its largest new stake was Accenture: 18,313 shares worth $6.47M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 35% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Eversource Energy, an estimated $2.71M trimmed.

  • Plato Investment Management's largest Q3 2024 buy was Accenture: 18,313 shares worth $6.47M.
  • Plato Investment Management added most to EOG Resources in Q3 2024, an estimated $2.81M increase.
  • Plato Investment Management's biggest Q3 2024 reduction was Eversource Energy, cutting an estimated $2.71M.
  • Plato Investment Management fully exited Walgreens Boots Alliance in Q3 2024, selling an estimated $616K.
  • Plato Investment Management's ten largest holdings make up 32% of its $1.23B portfolio in Q3 2024.
  • Plato Investment Management opened 87 new positions and closed 35 in Q3 2024.
  • Plato Investment Management's portfolio value rose 15% quarter-over-quarter to $1.23B.

Based on Plato Investment Management's 13F filing for Q3 2024, filed 6 Nov 2024.