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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
+5.06%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.36B
AUM Growth
+$128M
Cap. Flow
+$90.9M
Cap. Flow %
6.68%
Top 10 Hldgs %
33.47%
Holding
609
New
62
Increased
214
Reduced
92
Closed
24

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$6.04M
2
NVDA icon
NVIDIA
NVDA
+$5.38M
3
MSFT icon
Microsoft
MSFT
+$4.34M
4
AMZN icon
Amazon
AMZN
+$3.5M
5
GEV icon
GE Vernova
GEV
+$3.27M

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$4M
2
DVN icon
Devon Energy
DVN
+$3.8M
3
APP icon
Applovin
APP
+$2.56M
4
BEPC icon
Brookfield Renewable
BEPC
+$2.04M
5
TRI icon
Thomson Reuters
TRI
+$2.03M

Sector Composition

Rank Sector Weight
1 Technology 34.82%
2 Financials 13.38%
3 Healthcare 10.85%
4 Consumer Discretionary 10.55%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ICE icon
101
Intercontinental Exchange
ICE
$84.5B
$3.02M 0.22%
20,207
+5,025
+33% +$796K
RY icon
102
Royal Bank of Canada
RY
$293B
$3.01M 0.22%
24,887
– –
AEM icon
103
Agnico Eagle Mines
AEM
$91.4B
$3M 0.22%
38,269
+9,344
+32% +$770K
STT icon
104
State Street
STT
$51.3B
$3M 0.22%
30,480
+2,466
+9% +$234K
DHR icon
105
Danaher
DHR
$147B
$2.99M 0.22%
12,971
+366
+3% +$89.9K
MCK icon
106
McKesson
MCK
$103B
$2.98M 0.22%
5,212
+1,491
+40% +$835K
PPG icon
107
PPG Industries
PPG
$25.7B
$2.9M 0.21%
24,191
+235
+1% +$29.4K
HWM icon
108
Howmet Aerospace
HWM
$113B
$2.89M 0.21%
26,362
+5,096
+24% +$558K
ADI icon
109
Analog Devices
ADI
$187B
$2.87M 0.21%
13,453
-559
-4% -$124K
PAYX icon
110
Paychex
PAYX
$43.1B
$2.86M 0.21%
20,311
-1,517
-7% -$215K
TGT icon
111
Target
TGT
$69B
$2.85M 0.21%
21,014
-481
-2% -$68.9K
KGC icon
112
Kinross Gold
KGC
$32.5B
$2.75M 0.2%
295,350
+7,247
+3% +$71.4K
CDNS icon
113
Cadence Design Systems
CDNS
$91.4B
$2.72M 0.2%
9,005
+2,922
+48% +$849K
VRTX icon
114
Vertex Pharmaceuticals
VRTX
$133B
$2.69M 0.2%
6,645
– –
COP icon
115
ConocoPhillips
COP
$148B
$2.65M 0.19%
26,619
– –
MSCI icon
116
MSCI
MSCI
$40.9B
$2.65M 0.19%
4,399
+114
+3% +$68.4K
UBER icon
117
Uber
UBER
$159B
$2.63M 0.19%
43,362
+5,594
+15% +$399K
CBRE icon
118
CBRE Group
CBRE
$41.7B
$2.61M 0.19%
19,799
-5,549
-22% -$727K
BDX icon
119
Becton Dickinson
BDX
$48.9B
$2.6M 0.19%
11,425
+5,284
+86% +$1.22M
DSGX icon
120
Descartes Systems
DSGX
$6.86B
$2.56M 0.19%
22,428
– –
GM icon
121
General Motors
GM
$77.2B
$2.54M 0.19%
47,516
+580
+1% +$30.4K
GIS icon
122
General Mills
GIS
$19.9B
$2.49M 0.18%
38,924
+9,529
+32% +$639K
SNPS icon
123
Synopsys
SNPS
$78.8B
$2.45M 0.18%
5,039
+559
+12% +$292K
SYF icon
124
Synchrony
SYF
$25.4B
$2.42M 0.18%
37,020
+7,765
+27% +$475K
PYPL icon
125
PayPal
PYPL
$50.5B
$2.38M 0.17%
27,779
-2,939
-10% -$247K
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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CGH
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Plato Investment Management's Q4 2024 Portfolio in Review

As of Q4 2024, Plato Investment Management held 609 positions worth $1.36B, up 10% from $1.23B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Plato Investment Management deployed $90.9M of net new capital in Q4 2024, opening 62 new positions and adding to 214 existing holdings. Its largest new stake was Texas Pacific Land: 3,936 shares worth $1.46M.

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

On the sell side, the largest reduction was Advanced Micro Devices, an estimated $4M trimmed.

  • Plato Investment Management's largest Q4 2024 buy was Texas Pacific Land: 3,936 shares worth $1.46M.
  • Plato Investment Management added most to Apple in Q4 2024, an estimated $6.04M increase.
  • Plato Investment Management's biggest Q4 2024 reduction was Advanced Micro Devices, cutting an estimated $4M.
  • Plato Investment Management fully exited Live Nation Entertainment in Q4 2024, selling an estimated $586K.
  • Plato Investment Management's ten largest holdings make up 33% of its $1.36B portfolio in Q4 2024.
  • Plato Investment Management opened 62 new positions and closed 24 in Q4 2024.
  • Plato Investment Management's portfolio value rose 10% quarter-over-quarter to $1.36B.

Based on Plato Investment Management's 13F filing for Q4 2024, filed 6 Feb 2025.