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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
+7.45%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.23B
AUM Growth
+$159M
Cap. Flow
+$94.2M
Cap. Flow %
7.64%
Top 10 Hldgs %
31.56%
Holding
582
New
87
Increased
150
Reduced
90
Closed
35

Top Buys

Rank Stock Value
1
ACN icon
Accenture
ACN
+$6.02M
2
TRI icon
Thomson Reuters
TRI
+$4.27M
3
TT icon
Trane Technologies
TT
+$4.1M
4
DB icon
Deutsche Bank
DB
+$4.01M
5
MDT icon
Medtronic
MDT
+$3.2M

Top Sells

Rank Stock Value
1
ES icon
Eversource Energy
ES
+$2.71M
2
EBAY icon
eBay
EBAY
+$1.33M
3
HPQ icon
HP
HPQ
+$1.32M
4
AON icon
Aon
AON
+$1.2M
5
RS icon
Reliance Steel & Aluminium
RS
+$921K

Sector Composition

Rank Sector Weight
1 Technology 33.09%
2 Financials 12.88%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ED icon
126
Consolidated Edison
ED
$39.6B
$2.36M 0.19%
22,690
+12,731
+128% +$1.26M
AEM icon
127
Agnico Eagle Mines
AEM
$92B
$2.33M 0.19%
+28,925
New +$2.24M
DSGX icon
128
Descartes Systems
DSGX
$6.82B
$2.31M 0.19%
+22,428
New +$2.23M
ANET icon
129
Arista Networks
ANET
$247B
$2.3M 0.19%
23,976
– –
VRT icon
130
Vertiv
VRT
$108B
$2.28M 0.19%
22,986
-1,107
-5% -$91.8K
SNPS icon
131
Synopsys
SNPS
$78.5B
$2.27M 0.18%
4,480
-374
-8% -$201K
CVS icon
132
CVS Health
CVS
$120B
$2.26M 0.18%
36,020
+1,383
+4% +$80.7K
TTD icon
133
Trade Desk
TTD
$6.29B
$2.24M 0.18%
20,470
– –
PLTR icon
134
Palantir
PLTR
$422B
$2.23M 0.18%
60,071
– –
PH icon
135
Parker-Hannifin
PH
$134B
$2.22M 0.18%
3,514
-3
-0.1% -$1.7K
URI icon
136
United Rentals
URI
$71.5B
$2.2M 0.18%
2,718
+717
+36% +$516K
PSA icon
137
Public Storage
PSA
$60.7B
$2.19M 0.18%
6,037
+44
+0.7% +$14.3K
HIG icon
138
Hartford Financial Services
HIG
$38.4B
$2.17M 0.18%
18,458
– –
GIS icon
139
General Mills
GIS
$20.1B
$2.17M 0.18%
29,395
– –
EXPD icon
140
Expeditors International
EXPD
$23.1B
$2.16M 0.18%
16,455
– –
CHRW icon
141
C.H. Robinson
CHRW
$17B
$2.16M 0.18%
19,578
-4,723
-19% -$459K
NVR icon
142
NVR
NVR
$17B
$2.16M 0.18%
220
– –
HWM icon
143
Howmet Aerospace
HWM
$113B
$2.13M 0.17%
21,266
+3,598
+20% +$325K
GM icon
144
General Motors
GM
$78.3B
$2.1M 0.17%
46,936
-10,767
-19% -$499K
RPM icon
145
RPM International
RPM
$14.9B
$2.09M 0.17%
17,319
– –
WAB icon
146
Wabtec
WAB
$49.9B
$2.09M 0.17%
11,522
– –
CL icon
147
Colgate-Palmolive
CL
$73.7B
$2.09M 0.17%
20,152
– –
HON icon
148
Honeywell
HON
$73.7B
$2.06M 0.17%
10,583
+8,212
+346% +$1.59M
MET icon
149
MetLife
MET
$61.5B
$2.03M 0.17%
24,683
+5,916
+32% +$442K
APH icon
150
Amphenol
APH
$208B
$2.03M 0.16%
31,195
+26,938
+633% +$1.75M
4 5
6
7 8

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SFI
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NM
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NMC
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VCM
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PAIM
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Plato Investment Management's Q3 2024 Portfolio in Review

As of Q3 2024, Plato Investment Management held 582 positions worth $1.23B, up 15% from $1.07B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Plato Investment Management deployed $94.2M of net new capital in Q3 2024, opening 87 new positions and adding to 150 existing holdings. Its largest new stake was Accenture: 18,313 shares worth $6.47M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 35% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Eversource Energy, an estimated $2.71M trimmed.

  • Plato Investment Management's largest Q3 2024 buy was Accenture: 18,313 shares worth $6.47M.
  • Plato Investment Management added most to EOG Resources in Q3 2024, an estimated $2.81M increase.
  • Plato Investment Management's biggest Q3 2024 reduction was Eversource Energy, cutting an estimated $2.71M.
  • Plato Investment Management fully exited Walgreens Boots Alliance in Q3 2024, selling an estimated $616K.
  • Plato Investment Management's ten largest holdings make up 32% of its $1.23B portfolio in Q3 2024.
  • Plato Investment Management opened 87 new positions and closed 35 in Q3 2024.
  • Plato Investment Management's portfolio value rose 15% quarter-over-quarter to $1.23B.

Based on Plato Investment Management's 13F filing for Q3 2024, filed 6 Nov 2024.