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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
-2.39%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.19B
AUM Growth
-$174M
Cap. Flow
-$128M
Cap. Flow %
-10.79%
Top 10 Hldgs %
29.65%
Holding
629
New
44
Increased
135
Reduced
246
Closed
102

Top Buys

Rank Stock Value
1
WPM icon
Wheaton Precious Metals
WPM
+$3.27M
2
AMD icon
Advanced Micro Devices
AMD
+$2.86M
3
EIX icon
Edison International
EIX
+$1.98M
4
EXPE icon
Expedia Group
EXPE
+$1.77M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.37M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$9.43M
2
AAPL icon
Apple
AAPL
+$9.16M
3
DB icon
Deutsche Bank
DB
+$7.23M
4
MSFT icon
Microsoft
MSFT
+$6.36M
5
AVGO icon
Broadcom
AVGO
+$5.84M

Sector Composition

Rank Sector Weight
1 Technology 31.91%
2 Financials 13.41%
3 Healthcare 12.21%
4 Consumer Discretionary 9.94%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMD icon
101
Advanced Micro Devices
AMD
$771B
$2.82M 0.24%
27,172
+25,737
+1,794% +$2.86M
CM icon
102
Canadian Imperial Bank of Commerce
CM
$108B
$2.82M 0.24%
49,600
-9,112
-16% -$550K
CVS icon
103
CVS Health
CVS
$119B
$2.78M 0.23%
40,653
-1,381
-3% -$82.6K
ICE icon
104
Intercontinental Exchange
ICE
$84.6B
$2.76M 0.23%
15,833
-4,374
-22% -$717K
PAYX icon
105
Paychex
PAYX
$43.2B
$2.73M 0.23%
17,526
-2,785
-14% -$410K
DHR icon
106
Danaher
DHR
$146B
$2.7M 0.23%
13,030
+59
+0.5% +$12.9K
UBER icon
107
Uber
UBER
$160B
$2.69M 0.23%
36,470
-6,892
-16% -$497K
KGC icon
108
Kinross Gold
KGC
$32.2B
$2.68M 0.23%
210,351
-84,999
-29% -$954K
BDX icon
109
Becton Dickinson
BDX
$49.3B
$2.66M 0.22%
11,501
+76
+0.7% +$17.6K
MCK icon
110
McKesson
MCK
$104B
$2.64M 0.22%
3,888
-1,324
-25% -$819K
ANET icon
111
Arista Networks
ANET
$246B
$2.6M 0.22%
33,243
-6,332
-16% -$642K
ED icon
112
Consolidated Edison
ED
$39.7B
$2.56M 0.22%
22,930
+210
+0.9% +$20.6K
UBS icon
113
UBS Group
UBS
$176B
$2.55M 0.22%
83,183
-24,307
-23% -$811K
AMT icon
114
American Tower
AMT
$79.3B
$2.55M 0.21%
11,593
-887
-7% -$174K
EXC icon
115
Exelon
EXC
$46.3B
$2.49M 0.21%
53,399
-7,175
-12% -$300K
APP icon
116
Applovin
APP
$107B
$2.45M 0.21%
9,163
-4,127
-31% -$1.42M
KDP icon
117
Keurig Dr Pepper
KDP
$39.7B
$2.45M 0.21%
70,709
+524
+0.7% +$17K
SCHW
118
Charles Schwab
SCHW
$186B
$2.44M 0.21%
30,844
+9,231
+43% +$724K
ROP icon
119
Roper Technologies
ROP
$39.5B
$2.44M 0.21%
4,087
+51
+1% +$28.6K
CL icon
120
Colgate-Palmolive
CL
$73.6B
$2.43M 0.21%
25,707
+177
+0.7% +$15.8K
REGN icon
121
Regeneron Pharmaceuticals
REGN
$82.9B
$2.42M 0.2%
3,777
+1,116
+42% +$768K
OTIS icon
122
Otis Worldwide
OTIS
$27.9B
$2.37M 0.2%
22,745
– –
TRI icon
123
Thomson Reuters
TRI
$45.5B
$2.36M 0.2%
13,295
– –
SPOT icon
124
Spotify
SPOT
$103B
$2.31M 0.19%
4,159
+1,074
+35% +$600K
GIS icon
125
General Mills
GIS
$20.3B
$2.3M 0.19%
38,091
-833
-2% -$50K
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
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
VCM
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PAIM
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Plato Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Plato Investment Management held 629 positions worth $1.19B, down 13% from $1.36B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Plato Investment Management withdrew a net $128M in Q1 2025, closing 102 positions and reducing 246 holdings. Its most notable exit was Lennox International, an estimated $889K position sold in full.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 35% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Plato Investment Management opened a new position in Expedia Group worth $1.65M.

  • Plato Investment Management's largest Q1 2025 buy was Expedia Group: 9,698 shares worth $1.65M.
  • Plato Investment Management added most to Wheaton Precious Metals in Q1 2025, an estimated $3.27M increase.
  • Plato Investment Management's biggest Q1 2025 reduction was NVIDIA, cutting an estimated $9.43M.
  • Plato Investment Management fully exited Lennox International in Q1 2025, selling an estimated $889K.
  • Plato Investment Management's ten largest holdings make up 30% of its $1.19B portfolio in Q1 2025.
  • Plato Investment Management opened 44 new positions and closed 102 in Q1 2025.
  • Plato Investment Management's portfolio value fell 13% quarter-over-quarter to $1.19B.

Based on Plato Investment Management's 13F filing for Q1 2025, filed 20 May 2025.