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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
+10.2%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.48B
AUM Growth
+$146M
Cap. Flow
+$45.4M
Cap. Flow %
3.08%
Top 10 Hldgs %
35%
Holding
546
New
30
Increased
162
Reduced
82
Closed
30

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.55M
2
CMCSA icon
Comcast
CMCSA
+$2.4M
3
SCHW
Charles Schwab
SCHW
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$2.01M
5
CLS icon
Celestica
CLS
+$1.84M

Top Sells

Rank Stock Value
1
SNPS icon
Synopsys
SNPS
+$2.62M
2
HES
Hess
HES
+$2.33M
3
ANSS
Ansys
ANSS
+$2.3M
4
FCX icon
Freeport-McMoran
FCX
+$1.59M
5
AMAT icon
Applied Materials
AMAT
+$1.48M

Sector Composition

Rank Sector Weight
1 Technology 36.11%
2 Financials 13.19%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLD icon
101
Prologis
PLD
$133B
$3.36M 0.23%
29,543
– –
MRSH
102
Marsh
MRSH
$91.7B
$3.36M 0.23%
16,779
– –
CM icon
103
Canadian Imperial Bank of Commerce
CM
$109B
$3.33M 0.23%
42,022
-1,140
-3% -$85.8K
AEM icon
104
Agnico Eagle Mines
AEM
$91.8B
$3.26M 0.22%
19,489
+4,156
+27% +$571K
SLB icon
105
SLB Ltd
SLB
$79.2B
$3.26M 0.22%
95,527
+3,381
+4% +$118K
TD icon
106
Toronto Dominion Bank
TD
$201B
$3.25M 0.22%
40,925
+53
+0.1% +$3.98K
ROP icon
107
Roper Technologies
ROP
$39.7B
$3.21M 0.22%
6,479
+2,387
+58% +$1.27M
MDLZ icon
108
Mondelez International
MDLZ
$78.5B
$3.2M 0.22%
51,680
– –
MCK icon
109
McKesson
MCK
$104B
$2.99M 0.2%
3,898
– –
INVH icon
110
Invitation Homes
INVH
$17.8B
$2.99M 0.2%
102,631
– –
LOGI icon
111
Logitech
LOGI
$14.9B
$2.93M 0.2%
27,075
+16,919
+167% +$1.7M
HWM icon
112
Howmet Aerospace
HWM
$113B
$2.88M 0.2%
14,798
+208
+1% +$37.9K
ICE icon
113
Intercontinental Exchange
ICE
$84.6B
$2.77M 0.19%
16,587
– –
BSX icon
114
Boston Scientific
BSX
$74B
$2.77M 0.19%
28,562
+6,487
+29% +$672K
MELI icon
115
Mercado Libre
MELI
$97.2B
$2.74M 0.19%
1,180
– –
STT icon
116
State Street
STT
$51.6B
$2.73M 0.19%
23,731
– –
CI icon
117
Cigna
CI
$71.9B
$2.71M 0.18%
9,458
– –
CDNS icon
118
Cadence Design Systems
CDNS
$90.1B
$2.68M 0.18%
7,681
– –
GM icon
119
General Motors
GM
$78.3B
$2.63M 0.18%
43,505
– –
CBRE icon
120
CBRE Group
CBRE
$42.8B
$2.59M 0.18%
16,537
– –
DASH icon
121
DoorDash
DASH
$92.9B
$2.57M 0.17%
9,503
– –
CMI icon
122
Cummins
CMI
$87.6B
$2.53M 0.17%
6,035
– –
HOOD icon
123
Robinhood
HOOD
$84.4B
$2.51M 0.17%
17,632
+13,465
+323% +$1.47M
FISV
124
Fiserv Inc
FISV
$28.1B
$2.48M 0.17%
19,378
+959
+5% +$137K
VEEV icon
125
Veeva Systems
VEEV
$38.5B
$2.47M 0.17%
8,358
+1,311
+19% +$369K
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 2025 Portfolio in Review

As of Q3 2025, Plato Investment Management held 546 positions worth $1.48B, up 11% from $1.33B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Plato Investment Management deployed $45.4M of net new capital in Q3 2025, opening 30 new positions and adding to 162 existing holdings. Its largest new stake was Magna International: 39,967 shares worth $1.88M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 35% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Synopsys, an estimated $2.62M trimmed.

  • Plato Investment Management's largest Q3 2025 buy was Magna International: 39,967 shares worth $1.88M.
  • Plato Investment Management added most to Microsoft in Q3 2025, an estimated $2.55M increase.
  • Plato Investment Management's biggest Q3 2025 reduction was Synopsys, cutting an estimated $2.62M.
  • Plato Investment Management fully exited Hess in Q3 2025, selling an estimated $2.33M.
  • Plato Investment Management's ten largest holdings make up 35% of its $1.48B portfolio in Q3 2025.
  • Plato Investment Management opened 30 new positions and closed 30 in Q3 2025.
  • Plato Investment Management's portfolio value rose 11% quarter-over-quarter to $1.48B.

Based on Plato Investment Management's 13F filing for Q3 2025, filed 5 Nov 2025.