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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
+13.94%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$967M
AUM Growth
+$886M
Cap. Flow
+$831M
Cap. Flow %
85.93%
Top 10 Hldgs %
31.31%
Holding
524
New
69
Increased
304
Reduced
34
Closed
35

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$55.5M
2
AAPL icon
Apple
AAPL
+$55M
3
NVDA icon
NVIDIA
NVDA
+$35.4M
4
AMZN icon
Amazon
AMZN
+$30M
5
META icon
Meta Platforms (Facebook)
META
+$20M

Top Sells

Rank Stock Value
1
MPC icon
Marathon Petroleum
MPC
+$277K
2
LNC icon
Lincoln National
LNC
+$242K
3
WBA
Walgreens Boots Alliance
WBA
+$161K
4
HESM icon
Hess Midstream
HESM
+$150K
5
KSS icon
Kohl's
KSS
+$128K

Sector Composition

Rank Sector Weight
1 Technology 32.23%
2 Healthcare 12.51%
3 Financials 11.5%
4 Consumer Discretionary 10.59%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCK icon
126
McKesson
MCK
$105B
$1.86M 0.19%
3,463
+2,479
+252% +$1.26M
HIG icon
127
Hartford Financial Services
HIG
$38.1B
$1.85M 0.19%
17,961
+17,684
+6,384% +$1.62M
CHRW icon
128
C.H. Robinson
CHRW
$17B
$1.85M 0.19%
24,301
+24,263
+63,850% +$1.9M
STZ icon
129
Constellation Brands
STZ
$22.9B
$1.83M 0.19%
6,742
+6,712
+22,373% +$1.7M
MNST icon
130
Monster Beverage
MNST
$89.2B
$1.83M 0.19%
61,638
+58,116
+1,650% +$1.67M
AMH icon
131
American Homes 4 Rent
AMH
$12.2B
$1.83M 0.19%
+49,658
New +$1.77M
SPGI icon
132
S&P Global
SPGI
$120B
$1.82M 0.19%
4,269
+4,184
+4,922% +$1.81M
STT icon
133
State Street
STT
$51.4B
$1.81M 0.19%
23,458
+22,899
+4,096% +$1.7M
AME icon
134
Ametek
AME
$58.8B
$1.79M 0.19%
9,786
+9,753
+29,555% +$1.68M
NVR icon
135
NVR
NVR
$17.1B
$1.78M 0.18%
+220
New +$1.63M
PSA icon
136
Public Storage
PSA
$60.7B
$1.78M 0.18%
6,128
+4,935
+414% +$1.41M
TXT icon
137
Textron
TXT
$15.2B
$1.77M 0.18%
18,503
+18,484
+97,284% +$1.6M
TTD icon
138
Trade Desk
TTD
$6.37B
$1.76M 0.18%
20,189
+19,172
+1,885% +$1.45M
CTVA icon
139
Corteva
CTVA
$50.9B
$1.76M 0.18%
+30,569
New +$1.58M
TEL icon
140
TE Connectivity
TEL
$63.3B
$1.76M 0.18%
12,103
+11,671
+2,702% +$1.64M
SCHW
141
Charles Schwab
SCHW
$186B
$1.73M 0.18%
23,898
+21,262
+807% +$1.4M
INVH icon
142
Invitation Homes
INVH
$17.7B
$1.7M 0.18%
47,707
+47,693
+340,664% +$1.61M
CL icon
143
Colgate-Palmolive
CL
$73.6B
$1.7M 0.18%
18,841
+16,706
+782% +$1.42M
DASH icon
144
DoorDash
DASH
$91.9B
$1.68M 0.17%
12,190
+11,711
+2,445% +$1.38M
APP icon
145
Applovin
APP
$107B
$1.66M 0.17%
24,010
+14,887
+163% +$788K
WAB icon
146
Wabtec
WAB
$50.3B
$1.64M 0.17%
11,261
+11,242
+59,168% +$1.52M
CINF icon
147
Cincinnati Financial
CINF
$26.6B
$1.63M 0.17%
13,148
+12,956
+6,748% +$1.46M
LOW icon
148
Lowe's Companies
LOW
$124B
$1.61M 0.17%
6,304
+5,470
+656% +$1.26M
MMM icon
149
3M
MMM
$94.4B
$1.57M 0.16%
17,673
+13,793
+355% +$1.14M
CNC icon
150
Centene
CNC
$32.1B
$1.57M 0.16%
19,957
+19,257
+2,751% +$1.49M
4 5
6
7 8

Similar funds

CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
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 Q1 2024 Portfolio in Review

As of Q1 2024, Plato Investment Management held 524 positions worth $967M, up 1,086% from $81.6M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Plato Investment Management deployed $831M of net new capital in Q1 2024, opening 69 new positions and adding to 304 existing holdings. Its largest new stake was Advanced Micro Devices: 26,618 shares worth $4.8M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 34% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Marathon Petroleum, an estimated $277K trimmed.

  • Plato Investment Management's largest Q1 2024 buy was Advanced Micro Devices: 26,618 shares worth $4.8M.
  • Plato Investment Management added most to Microsoft in Q1 2024, an estimated $55.5M increase.
  • Plato Investment Management's biggest Q1 2024 reduction was Marathon Petroleum, cutting an estimated $277K.
  • Plato Investment Management fully exited Lincoln National in Q1 2024, selling an estimated $242K.
  • Plato Investment Management's ten largest holdings make up 31% of its $967M portfolio in Q1 2024.
  • Plato Investment Management opened 69 new positions and closed 35 in Q1 2024.
  • Plato Investment Management's portfolio value rose 1,086% quarter-over-quarter to $967M.

Based on Plato Investment Management's 13F filing for Q1 2024, filed 15 May 2024.