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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
+5.06%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.36B
AUM Growth
+$128M
Cap. Flow
+$90.9M
Cap. Flow %
6.68%
Top 10 Hldgs %
33.47%
Holding
609
New
62
Increased
214
Reduced
92
Closed
24

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$6.04M
2
NVDA icon
NVIDIA
NVDA
+$5.38M
3
MSFT icon
Microsoft
MSFT
+$4.34M
4
AMZN icon
Amazon
AMZN
+$3.5M
5
GEV icon
GE Vernova
GEV
+$3.27M

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$4M
2
DVN icon
Devon Energy
DVN
+$3.8M
3
APP icon
Applovin
APP
+$2.56M
4
BEPC icon
Brookfield Renewable
BEPC
+$2.04M
5
TRI icon
Thomson Reuters
TRI
+$2.03M

Sector Composition

Rank Sector Weight
1 Technology 34.82%
2 Financials 13.38%
3 Healthcare 10.85%
4 Consumer Discretionary 10.55%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HES
126
DELISTED
Hess
HES
$2.35M 0.17%
17,582
– –
RTX icon
127
RTX Corp
RTX
$301B
$2.34M 0.17%
20,172
+8,709
+76% +$1.05M
CL icon
128
Colgate-Palmolive
CL
$73.9B
$2.33M 0.17%
25,530
+5,378
+27% +$513K
ANSS
129
DELISTED
Ansys
ANSS
$2.3M 0.17%
6,797
+4,958
+270% +$1.66M
AMT icon
130
American Tower
AMT
$79.6B
$2.3M 0.17%
12,480
+255
+2% +$52.8K
EXC icon
131
Exelon
EXC
$46.3B
$2.29M 0.17%
60,574
+30,978
+105% +$1.2M
KDP icon
132
Keurig Dr Pepper
KDP
$39.7B
$2.26M 0.17%
70,185
+19,739
+39% +$668K
MPWR icon
133
Monolithic Power Systems
MPWR
$68.8B
$2.25M 0.17%
3,785
+2,726
+257% +$1.97M
PH icon
134
Parker-Hannifin
PH
$135B
$2.24M 0.16%
3,510
-4
-0.1% -$2.65K
VRT icon
135
Vertiv
VRT
$107B
$2.22M 0.16%
19,513
-3,473
-15% -$412K
AON icon
136
Aon
AON
$76.1B
$2.21M 0.16%
6,126
+1,340
+28% +$493K
CTAS icon
137
Cintas
CTAS
$82.5B
$2.2M 0.16%
12,020
+2,996
+33% +$630K
WAB icon
138
Wabtec
WAB
$50B
$2.19M 0.16%
11,522
– –
PCAR icon
139
PACCAR
PCAR
$69.7B
$2.18M 0.16%
20,897
+2,233
+12% +$244K
TRI icon
140
Thomson Reuters
TRI
$45.4B
$2.18M 0.16%
13,295
-12,026
-47% -$2.03M
RPM icon
141
RPM International
RPM
$15B
$2.17M 0.16%
17,547
+228
+1% +$30.1K
NKE icon
142
Nike
NKE
$60.8B
$2.15M 0.16%
28,260
– –
OTIS icon
143
Otis Worldwide
OTIS
$27.9B
$2.11M 0.16%
22,745
– –
ROP icon
144
Roper Technologies
ROP
$39.8B
$2.11M 0.15%
4,036
+1,182
+41% +$649K
CMI icon
145
Cummins
CMI
$87.6B
$2.1M 0.15%
5,992
– –
ELV icon
146
Elevance Health
ELV
$85B
$2.09M 0.15%
5,637
-753
-12% -$315K
ADSK icon
147
Autodesk
ADSK
$53.4B
$2.07M 0.15%
6,972
+998
+17% +$295K
TTD icon
148
Trade Desk
TTD
$6.32B
$2.06M 0.15%
17,443
-3,027
-15% -$375K
MU icon
149
Micron Technology
MU
$967B
$2.05M 0.15%
24,303
-680
-3% -$69.2K
NVR icon
150
NVR
NVR
$17B
$2.04M 0.15%
248
+28
+13% +$255K
4 5
6
7 8

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SFI
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NMC
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VCM
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Plato Investment Management's Q4 2024 Portfolio in Review

As of Q4 2024, Plato Investment Management held 609 positions worth $1.36B, up 10% from $1.23B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Plato Investment Management deployed $90.9M of net new capital in Q4 2024, opening 62 new positions and adding to 214 existing holdings. Its largest new stake was Texas Pacific Land: 3,936 shares worth $1.46M.

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

On the sell side, the largest reduction was Advanced Micro Devices, an estimated $4M trimmed.

  • Plato Investment Management's largest Q4 2024 buy was Texas Pacific Land: 3,936 shares worth $1.46M.
  • Plato Investment Management added most to Apple in Q4 2024, an estimated $6.04M increase.
  • Plato Investment Management's biggest Q4 2024 reduction was Advanced Micro Devices, cutting an estimated $4M.
  • Plato Investment Management fully exited Live Nation Entertainment in Q4 2024, selling an estimated $586K.
  • Plato Investment Management's ten largest holdings make up 33% of its $1.36B portfolio in Q4 2024.
  • Plato Investment Management opened 62 new positions and closed 24 in Q4 2024.
  • Plato Investment Management's portfolio value rose 10% quarter-over-quarter to $1.36B.

Based on Plato Investment Management's 13F filing for Q4 2024, filed 6 Feb 2025.