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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
+14.51%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.33B
AUM Growth
+$143M
Cap. Flow
+$32.2M
Cap. Flow %
2.42%
Top 10 Hldgs %
32.85%
Holding
560
New
33
Increased
318
Reduced
101
Closed
44

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$5.24M
2
TD icon
Toronto Dominion Bank
TD
+$2.67M
3
AAPL icon
Apple
AAPL
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

Rank Stock Value
1
KGC icon
Kinross Gold
KGC
+$2.68M
2
TRI icon
Thomson Reuters
TRI
+$2.41M
3
SHOP icon
Shopify
SHOP
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

Rank Sector Weight
1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CM icon
101
Canadian Imperial Bank of Commerce
CM
$109B
$3.05M 0.23%
43,162
-6,438
-13% -$414K
ICE icon
102
Intercontinental Exchange
ICE
$84.5B
$3.03M 0.23%
16,587
+754
+5% +$130K
BKR icon
103
Baker Hughes
BKR
$63.6B
$3.01M 0.23%
78,713
-16,432
-17% -$620K
TD icon
104
Toronto Dominion Bank
TD
$200B
$2.99M 0.22%
+40,872
New +$2.67M
LOW icon
105
Lowe's Companies
LOW
$123B
$2.91M 0.22%
13,156
+5,691
+76% +$1.27M
SPG icon
106
Simon Property Group
SPG
$71.5B
$2.89M 0.22%
18,018
+747
+4% +$118K
MCK icon
107
McKesson
MCK
$103B
$2.85M 0.21%
3,898
+10
+0.3% +$7.06K
UBS icon
108
UBS Group
UBS
$177B
$2.84M 0.21%
84,458
+1,275
+2% +$39.5K
CVS icon
109
CVS Health
CVS
$122B
$2.8M 0.21%
40,742
+89
+0.2% +$5.84K
AMT icon
110
American Tower
AMT
$78.8B
$2.78M 0.21%
12,602
+1,009
+9% +$218K
HWM icon
111
Howmet Aerospace
HWM
$113B
$2.71M 0.2%
14,590
-7,296
-33% -$1.12M
APP icon
112
Applovin
APP
$113B
$2.63M 0.2%
7,532
-1,631
-18% -$529K
VRTX icon
113
Vertex Pharmaceuticals
VRTX
$133B
$2.59M 0.19%
5,829
+4
+0.1% +$1.84K
PAYX icon
114
Paychex
PAYX
$43.1B
$2.54M 0.19%
17,539
+13
+0.1% +$1.96K
WAB icon
115
Wabtec
WAB
$49.7B
$2.52M 0.19%
12,091
+9
+0.1% +$1.73K
STT icon
116
State Street
STT
$51.3B
$2.51M 0.19%
23,731
+12
+0.1% +$1.11K
PANW icon
117
Palo Alto Networks
PANW
$314B
$2.49M 0.19%
12,200
+1,320
+12% +$245K
SHOP icon
118
Shopify
SHOP
$200B
$2.45M 0.18%
21,386
-20,089
-48% -$2.01M
CTVA icon
119
Corteva
CTVA
$51B
$2.42M 0.18%
32,598
+17
+0.1% +$1.13K
SNPS icon
120
Synopsys
SNPS
$78.8B
$2.41M 0.18%
4,726
-182
-4% -$84.8K
NKE icon
121
Nike
NKE
$62.5B
$2.38M 0.18%
33,669
+5,594
+20% +$336K
BSX icon
122
Boston Scientific
BSX
$73.1B
$2.36M 0.18%
22,075
+944
+4% +$95.5K
CDNS icon
123
Cadence Design Systems
CDNS
$91.4B
$2.36M 0.18%
7,681
+6
+0.1% +$1.75K
HES
124
DELISTED
Hess
HES
$2.33M 0.18%
16,913
-669
-4% -$90.3K
DASH icon
125
DoorDash
DASH
$90.9B
$2.33M 0.18%
9,503
-9
-0.1% -$1.8K
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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CGH
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Plato Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Plato Investment Management held 560 positions worth $1.33B, up 12% from $1.19B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Plato Investment Management's Q2 2025 filing shows 33 new, 318 increased, 101 reduced and 44 closed positions. Its largest new stake was Toronto Dominion Bank: 40,872 shares worth $2.99M. The largest sale was Kinross Gold, an estimated $2.68M.

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

  • Plato Investment Management's largest Q2 2025 buy was Toronto Dominion Bank: 40,872 shares worth $2.99M.
  • Plato Investment Management added most to Broadcom in Q2 2025, an estimated $5.24M increase.
  • Plato Investment Management's biggest Q2 2025 reduction was Thomson Reuters, cutting an estimated $2.41M.
  • Plato Investment Management fully exited Kinross Gold in Q2 2025, selling an estimated $2.68M.
  • Plato Investment Management's ten largest holdings make up 33% of its $1.33B portfolio in Q2 2025.
  • Plato Investment Management opened 33 new positions and closed 44 in Q2 2025.
  • Plato Investment Management's portfolio value rose 12% quarter-over-quarter to $1.33B.

Based on Plato Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.