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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
+13.57%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$81.6M
AUM Growth
–
Cap. Flow
+$75.9M
Cap. Flow %
93.07%
Top 10 Hldgs %
31.59%
Holding
455
New
455
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$5.83M
2
MSFT icon
Microsoft
MSFT
+$4.94M
3
NVDA icon
NVIDIA
NVDA
+$2.75M
4
AMZN icon
Amazon
AMZN
+$2.55M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.03M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 33.65%
2 Healthcare 14.13%
3 Consumer Discretionary 11.28%
4 Communication Services 9.75%
5 Financials 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLK icon
126
Blackrock
BLK
$178B
$140K 0.17%
+172
New +$120K
AMT icon
127
American Tower
AMT
$79.3B
$138K 0.17%
+639
New +$121K
KDP icon
128
Keurig Dr Pepper
KDP
$39.5B
$138K 0.17%
+4,134
New +$129K
ECL icon
129
Ecolab
ECL
$79.5B
$137K 0.17%
+692
New +$124K
FTNT icon
130
Fortinet
FTNT
$120B
$136K 0.17%
+2,321
New +$128K
MSCI icon
131
MSCI
MSCI
$40.9B
$135K 0.17%
+239
New +$123K
BA icon
132
Boeing
BA
$185B
$134K 0.16%
+514
New +$110K
C icon
133
Citigroup
C
$228B
$134K 0.16%
+2,602
New +$115K
EIX icon
134
Edison International
EIX
$26.6B
$132K 0.16%
+1,851
New +$122K
KSS icon
135
Kohl's
KSS
$2.11B
$128K 0.16%
+4,470
New +$105K
VNOM icon
136
Viper Energy
VNOM
$15.4B
$124K 0.15%
+3,941
New +$117K
CMG icon
137
Chipotle Mexican Grill
CMG
$40.4B
$121K 0.15%
+2,650
New +$110K
BKR icon
138
Baker Hughes
BKR
$63.9B
$118K 0.14%
+3,439
New +$117K
TOL icon
139
Toll Brothers
TOL
$14.3B
$117K 0.14%
+1,140
New +$95K
SLB icon
140
SLB Ltd
SLB
$79.1B
$117K 0.14%
+2,240
New +$122K
IRM icon
141
Iron Mountain
IRM
$36.4B
$116K 0.14%
+1,661
New +$104K
PAYX icon
142
Paychex
PAYX
$43.2B
$116K 0.14%
+972
New +$115K
MET icon
143
MetLife
MET
$61.6B
$115K 0.14%
+1,742
New +$109K
NOW icon
144
ServiceNow
NOW
$131B
$114K 0.14%
+810
New +$102K
PPG icon
145
PPG Industries
PPG
$25.8B
$112K 0.14%
+750
New +$101K
PCAR icon
146
PACCAR
PCAR
$69.7B
$112K 0.14%
+1,146
New +$103K
HCA icon
147
HCA Healthcare
HCA
$89.1B
$111K 0.14%
+410
New +$101K
CTAS icon
148
Cintas
CTAS
$82.3B
$111K 0.14%
+736
New +$98.6K
LEN icon
149
Lennar Class A
LEN
$21.1B
$110K 0.14%
+765
New +$92.1K
REGN icon
150
Regeneron Pharmaceuticals
REGN
$83.2B
$108K 0.13%
+123
New +$101K
4 5
6
7 8

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CIP
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DF
DNCA Finance Paris, France $1.75B AUM 38.18% 1-Year Est. Return
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
Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Plato Investment Management's Q4 2023 Portfolio in Review

Q4 2023 is the first quarter with a 13F filing on record for Plato Investment Management, which disclosed 455 positions worth $81.6M. Its ten largest holdings account for 32% of the portfolio.

Its largest position is Apple: 31,585 shares worth $6.08M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, followed by Healthcare and Consumer Discretionary.

  • Plato Investment Management's largest Q4 2023 buy was Apple: 31,585 shares worth $6.08M.
  • Plato Investment Management's ten largest holdings make up 32% of its $81.6M portfolio in Q4 2023.
  • Plato Investment Management disclosed 455 positions in Q4 2023, its first 13F filing on record.

Based on Plato Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.