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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
+10.2%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.48B
AUM Growth
+$146M
Cap. Flow
+$45.4M
Cap. Flow %
3.08%
Top 10 Hldgs %
35%
Holding
546
New
30
Increased
162
Reduced
82
Closed
30

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.55M
2
CMCSA icon
Comcast
CMCSA
+$2.4M
3
SCHW
Charles Schwab
SCHW
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$2.01M
5
CLS icon
Celestica
CLS
+$1.84M

Top Sells

Rank Stock Value
1
SNPS icon
Synopsys
SNPS
+$2.62M
2
HES
Hess
HES
+$2.33M
3
ANSS
Ansys
ANSS
+$2.3M
4
FCX icon
Freeport-McMoran
FCX
+$1.59M
5
AMAT icon
Applied Materials
AMAT
+$1.48M

Sector Composition

Rank Sector Weight
1 Technology 36.11%
2 Financials 13.19%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMT icon
126
American Tower
AMT
$79B
$2.47M 0.17%
12,927
+325
+3% +$67.7K
PANW icon
127
Palo Alto Networks
PANW
$313B
$2.47M 0.17%
12,200
– –
PH icon
128
Parker-Hannifin
PH
$134B
$2.46M 0.17%
3,270
– –
IQV icon
129
IQVIA
IQV
$40.1B
$2.44M 0.17%
12,965
– –
COP icon
130
ConocoPhillips
COP
$151B
$2.43M 0.16%
25,887
– –
WAB icon
131
Wabtec
WAB
$50.3B
$2.41M 0.16%
12,091
– –
EXC icon
132
Exelon
EXC
$46.2B
$2.39M 0.16%
53,443
– –
TSM icon
133
TSMC
TSM
$2.19T
$2.38M 0.16%
8,593
– –
ED icon
134
Consolidated Edison
ED
$39.8B
$2.36M 0.16%
23,616
+662
+3% +$66.4K
VRTX icon
135
Vertex Pharmaceuticals
VRTX
$134B
$2.34M 0.16%
6,026
+197
+3% +$82.3K
NKE icon
136
Nike
NKE
$61.3B
$2.33M 0.16%
33,669
– –
PYPL icon
137
PayPal
PYPL
$50.5B
$2.29M 0.15%
34,360
+7,039
+26% +$496K
ADSK icon
138
Autodesk
ADSK
$53.1B
$2.27M 0.15%
7,211
– –
PAYX icon
139
Paychex
PAYX
$43.1B
$2.26M 0.15%
18,002
+463
+3% +$64.2K
ZTS icon
140
Zoetis
ZTS
$31.1B
$2.24M 0.15%
15,449
+2,874
+23% +$434K
PRU icon
141
Prudential Financial
PRU
$42.2B
$2.24M 0.15%
21,749
+1,513
+7% +$159K
ALNY icon
142
Alnylam Pharmaceuticals
ALNY
$29.6B
$2.22M 0.15%
4,906
+793
+19% +$323K
VRSK icon
143
Verisk Analytics
VRSK
$23.6B
$2.22M 0.15%
8,876
+3,999
+82% +$1.1M
HIG icon
144
Hartford Financial Services
HIG
$38.1B
$2.2M 0.15%
16,593
– –
MNST icon
145
Monster Beverage
MNST
$89.2B
$2.19M 0.15%
65,610
+200
+0.3% +$6.24K
MSCI icon
146
MSCI
MSCI
$40.8B
$2.19M 0.15%
3,890
+10
+0.3% +$5.65K
CTVA icon
147
Corteva
CTVA
$50.9B
$2.19M 0.15%
32,598
– –
INTC icon
148
Intel
INTC
$493B
$2.15M 0.15%
64,638
– –
SPOT icon
149
Spotify
SPOT
$103B
$2.14M 0.15%
3,094
-1,567
-34% -$1.1M
BDX icon
150
Becton Dickinson
BDX
$49.4B
$2.14M 0.14%
11,510
– –
4 5
6
7 8

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NMC
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VCM
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PAIM
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Plato Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Plato Investment Management held 546 positions worth $1.48B, up 11% from $1.33B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Plato Investment Management deployed $45.4M of net new capital in Q3 2025, opening 30 new positions and adding to 162 existing holdings. Its largest new stake was Magna International: 39,967 shares worth $1.88M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 35% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Synopsys, an estimated $2.62M trimmed.

  • Plato Investment Management's largest Q3 2025 buy was Magna International: 39,967 shares worth $1.88M.
  • Plato Investment Management added most to Microsoft in Q3 2025, an estimated $2.55M increase.
  • Plato Investment Management's biggest Q3 2025 reduction was Synopsys, cutting an estimated $2.62M.
  • Plato Investment Management fully exited Hess in Q3 2025, selling an estimated $2.33M.
  • Plato Investment Management's ten largest holdings make up 35% of its $1.48B portfolio in Q3 2025.
  • Plato Investment Management opened 30 new positions and closed 30 in Q3 2025.
  • Plato Investment Management's portfolio value rose 11% quarter-over-quarter to $1.48B.

Based on Plato Investment Management's 13F filing for Q3 2025, filed 5 Nov 2025.