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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
-2.39%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.19B
AUM Growth
-$174M
Cap. Flow
-$128M
Cap. Flow %
-10.79%
Top 10 Hldgs %
29.65%
Holding
629
New
44
Increased
135
Reduced
246
Closed
102

Top Buys

Rank Stock Value
1
WPM icon
Wheaton Precious Metals
WPM
+$3.27M
2
AMD icon
Advanced Micro Devices
AMD
+$2.86M
3
EIX icon
Edison International
EIX
+$1.98M
4
EXPE icon
Expedia Group
EXPE
+$1.77M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.37M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$9.43M
2
AAPL icon
Apple
AAPL
+$9.16M
3
DB icon
Deutsche Bank
DB
+$7.23M
4
MSFT icon
Microsoft
MSFT
+$6.36M
5
AVGO icon
Broadcom
AVGO
+$5.84M

Sector Composition

Rank Sector Weight
1 Technology 31.91%
2 Financials 13.41%
3 Healthcare 12.21%
4 Consumer Discretionary 9.94%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ELV icon
126
Elevance Health
ELV
$84.7B
$2.3M 0.19%
5,223
-414
-7% -$166K
ABNB icon
127
Airbnb
ABNB
$111B
$2.29M 0.19%
18,974
+6,579
+53% +$881K
PRU icon
128
Prudential Financial
PRU
$42.2B
$2.28M 0.19%
20,214
-5,733
-22% -$653K
MSCI icon
129
MSCI
MSCI
$40.8B
$2.22M 0.19%
3,878
-521
-12% -$303K
WAB icon
130
Wabtec
WAB
$50.3B
$2.21M 0.19%
12,082
+560
+5% +$107K
MPWR icon
131
Monolithic Power Systems
MPWR
$68.9B
$2.19M 0.18%
3,732
-53
-1% -$33.4K
CBRE icon
132
CBRE Group
CBRE
$42.7B
$2.18M 0.18%
16,523
-3,276
-17% -$445K
GM icon
133
General Motors
GM
$78.4B
$2.17M 0.18%
45,735
-1,781
-4% -$87.8K
PH icon
134
Parker-Hannifin
PH
$134B
$2.16M 0.18%
3,510
– –
BSX icon
135
Boston Scientific
BSX
$74.2B
$2.15M 0.18%
21,131
+2,061
+11% +$208K
STT icon
136
State Street
STT
$51.4B
$2.15M 0.18%
23,719
-6,761
-22% -$646K
SNPS icon
137
Synopsys
SNPS
$78.7B
$2.13M 0.18%
4,908
-131
-3% -$63.6K
PPG icon
138
PPG Industries
PPG
$25.8B
$2.12M 0.18%
19,206
-4,985
-21% -$575K
ANSS
139
DELISTED
Ansys
ANSS
$2.11M 0.18%
6,580
-217
-3% -$72.8K
TXN icon
140
Texas Instruments
TXN
$257B
$2.08M 0.18%
11,456
+4,706
+70% +$881K
CB icon
141
Chubb
CB
$134B
$2.08M 0.18%
6,811
-38
-0.6% -$10.6K
CTVA icon
142
Corteva
CTVA
$50.9B
$2.07M 0.17%
32,581
+122
+0.4% +$7.54K
EXPD icon
143
Expeditors International
EXPD
$23B
$2.07M 0.17%
17,049
+594
+4% +$68.4K
HIG icon
144
Hartford Financial Services
HIG
$38.1B
$2.06M 0.17%
16,453
-2,005
-11% -$230K
RPM icon
145
RPM International
RPM
$14.9B
$2.06M 0.17%
17,589
+42
+0.2% +$5.11K
MELI icon
146
Mercado Libre
MELI
$98.4B
$2.05M 0.17%
1,038
+83
+9% +$165K
MET icon
147
MetLife
MET
$61.5B
$1.99M 0.17%
24,468
-215
-0.9% -$17.9K
CDNS icon
148
Cadence Design Systems
CDNS
$90.2B
$1.97M 0.17%
7,675
-1,330
-15% -$370K
MRVL icon
149
Marvell Technology
MRVL
$191B
$1.97M 0.17%
31,614
-6,607
-17% -$641K
MNST icon
150
Monster Beverage
MNST
$89.2B
$1.93M 0.16%
65,380
+252
+0.4% +$6.57K
4 5
6
7 8

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CIP
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DF
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SFI
Siemens Fonds Invest Munich, Germany $1.75B AUM 26.24% 1-Year Est. Return
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 Q1 2025 Portfolio in Review

As of Q1 2025, Plato Investment Management held 629 positions worth $1.19B, down 13% from $1.36B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Plato Investment Management withdrew a net $128M in Q1 2025, closing 102 positions and reducing 246 holdings. Its most notable exit was Lennox International, an estimated $889K position sold in full.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 35% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Plato Investment Management opened a new position in Expedia Group worth $1.65M.

  • Plato Investment Management's largest Q1 2025 buy was Expedia Group: 9,698 shares worth $1.65M.
  • Plato Investment Management added most to Wheaton Precious Metals in Q1 2025, an estimated $3.27M increase.
  • Plato Investment Management's biggest Q1 2025 reduction was NVIDIA, cutting an estimated $9.43M.
  • Plato Investment Management fully exited Lennox International in Q1 2025, selling an estimated $889K.
  • Plato Investment Management's ten largest holdings make up 30% of its $1.19B portfolio in Q1 2025.
  • Plato Investment Management opened 44 new positions and closed 102 in Q1 2025.
  • Plato Investment Management's portfolio value fell 13% quarter-over-quarter to $1.19B.

Based on Plato Investment Management's 13F filing for Q1 2025, filed 20 May 2025.