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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
+13.57%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$81.6M
AUM Growth
–
Cap. Flow
+$75.9M
Cap. Flow
% of AUM
93.07%
Top 10 Holdings %
Top 10 Hldgs %
31.59%
Holding
455
New
455
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$5.83M |
| 2 |
Microsoft
MSFT
|
+$4.94M |
| 3 |
NVIDIA
NVDA
|
+$2.75M |
| 4 |
Amazon
AMZN
|
+$2.55M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$2.03M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.65% |
| 2 | Healthcare | 14.13% |
| 3 | Consumer Discretionary | 11.28% |
| 4 | Communication Services | 9.75% |
| 5 | Financials | 9.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Global Payments
GPN
$22.8B
| $108K | 0.13% |
+850
| New | +$98.4K |
|
|
DOCU
152
DocuSign
DOCU
$11.4B
| $107K | 0.13% |
+1,801
| New | +$82.6K |
|
153
Truist Financial
TFC
$63.7B
| $105K | 0.13% |
+2,856
| New | +$89.7K |
|
154
ConocoPhillips
COP
$148B
| $104K | 0.13% |
+900
| New | +$105K |
|
155
Arthur J. Gallagher & Co
AJG
$64.3B
| $102K | 0.13% |
+454
| New | +$108K |
|
156
Monster Beverage
MNST
$90B
| $101K | 0.12% |
+3,522
| New | +$94.1K |
|
157
Crown Castle
CCI
$31.8B
| $101K | 0.12% |
+875
| New | +$89.6K |
|
158
HubSpot
HUBS
$10.8B
| $98.1K | 0.12% |
+169
| New | +$81.3K |
|
159
CBRE Group
CBRE
$42.3B
| $97.1K | 0.12% |
+1,043
| New | +$81.1K |
|
160
Marvell Technology
MRVL
$189B
| $97K | 0.12% |
+1,608
| New | +$86.8K |
|
161
Zoom
ZM
$31.1B
| $92.9K | 0.11% |
+1,292
| New | +$85.4K |
|
162
Nucor
NUE
$63B
| $92.8K | 0.11% |
+533
| New | +$84.5K |
|
163
Newmont
NEM
$124B
| $92K | 0.11% |
+2,222
| New | +$85.8K |
|
164
Autodesk
ADSK
$53.1B
| $91.5K | 0.11% |
+376
| New | +$81.2K |
|
165
Extra Space Storage
EXR
$31.1B
| $90.1K | 0.11% |
+562
| New | +$71.5K |
|
166
Roper Technologies
ROP
$39.5B
| $90K | 0.11% |
+165
| New | +$85K |
|
167
Boston Scientific
BSX
$73.1B
| $90K | 0.11% |
+1,556
| New | +$83.1K |
|
168
Hershey
HSY
$36.8B
| $89.1K | 0.11% |
+478
| New | +$90.6K |
|
169
Brookfield Renewable
BEPC
$6.26B
| $88.8K | 0.11% |
+3,069
| New | +$78.2K |
|
170
General Mills
GIS
$19.7B
| $88.3K | 0.11% |
+1,355
| New | +$87.5K |
|
171
Intercontinental Exchange
ICE
$84.3B
| $87.2K | 0.11% |
+679
| New | +$77K |
|
172
Otis Worldwide
OTIS
$27.9B
| $87.1K | 0.11% |
+973
| New | +$80.9K |
|
173
MongoDB
MDB
$34B
| $86.7K | 0.11% |
+212
| New | +$80.4K |
|
174
Charter Communications
CHTR
$18.3B
| $85.1K | 0.1% |
+219
| New | +$89.3K |
|
175
Humana
HUM
$46.6B
| $84.7K | 0.1% |
+185
| New | +$91.2K |
|
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Plato Investment Management's Q4 2023 Portfolio in Review
Q4 2023 is the first quarter with a 13F filing on record for Plato Investment Management, which disclosed 455 positions worth $81.6M. Its ten largest holdings account for 32% of the portfolio.
Its largest position is Apple: 31,585 shares worth $6.08M.
By sector, the portfolio is most concentrated in Technology at 34% of assets, followed by Healthcare and Consumer Discretionary.
- Plato Investment Management's largest Q4 2023 buy was Apple: 31,585 shares worth $6.08M.
- Plato Investment Management's ten largest holdings make up 32% of its $81.6M portfolio in Q4 2023.
- Plato Investment Management disclosed 455 positions in Q4 2023, its first 13F filing on record.
Based on Plato Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.