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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
+13.94%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$967M
AUM Growth
+$886M
Cap. Flow
+$831M
Cap. Flow %
85.93%
Top 10 Hldgs %
31.31%
Holding
524
New
69
Increased
304
Reduced
34
Closed
35

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$55.5M
2
AAPL icon
Apple
AAPL
+$55M
3
NVDA icon
NVIDIA
NVDA
+$35.4M
4
AMZN icon
Amazon
AMZN
+$30M
5
META icon
Meta Platforms (Facebook)
META
+$20M

Top Sells

Rank Stock Value
1
MPC icon
Marathon Petroleum
MPC
+$277K
2
LNC icon
Lincoln National
LNC
+$242K
3
WBA
Walgreens Boots Alliance
WBA
+$161K
4
HESM icon
Hess Midstream
HESM
+$150K
5
KSS icon
Kohl's
KSS
+$128K

Sector Composition

Rank Sector Weight
1 Technology 32.23%
2 Healthcare 12.51%
3 Financials 11.5%
4 Consumer Discretionary 10.59%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMUS icon
151
T-Mobile US
TMUS
$194B
$1.55M 0.16%
9,519
+7,796
+452% +$1.27M
ANET icon
152
Arista Networks
ANET
$247B
$1.55M 0.16%
21,428
+21,024
+5,204% +$1.42M
KDP icon
153
Keurig Dr Pepper
KDP
$39.6B
$1.55M 0.16%
50,446
+46,312
+1,120% +$1.43M
MU icon
154
Micron Technology
MU
$962B
$1.54M 0.16%
13,095
+12,379
+1,729% +$1.12M
CARR icon
155
Carrier Global
CARR
$52.4B
$1.53M 0.16%
26,381
+25,866
+5,023% +$1.45M
F icon
156
Ford
F
$56.2B
$1.53M 0.16%
115,172
+84,909
+281% +$1.03M
ROP icon
157
Roper Technologies
ROP
$39.7B
$1.5M 0.15%
2,667
+2,502
+1,516% +$1.37M
FTV icon
158
Fortive
FTV
$18.7B
$1.48M 0.15%
22,873
+22,776
+23,480% +$1.38M
HSY icon
159
Hershey
HSY
$36.6B
$1.48M 0.15%
7,623
+7,145
+1,495% +$1.38M
LEN icon
160
Lennar Class A
LEN
$21B
$1.48M 0.15%
8,885
+8,120
+1,061% +$1.22M
SBAC icon
161
SBA Communications
SBAC
$19.4B
$1.47M 0.15%
6,792
+6,502
+2,242% +$1.45M
CRWD icon
162
CrowdStrike
CRWD
$226B
$1.46M 0.15%
18,156
+17,244
+1,891% +$1.32M
COP icon
163
ConocoPhillips
COP
$151B
$1.44M 0.15%
11,340
+10,440
+1,160% +$1.19M
TROW icon
164
T. Rowe Price
TROW
$24.3B
$1.44M 0.15%
11,824
+11,489
+3,430% +$1.28M
CBRE icon
165
CBRE Group
CBRE
$42.9B
$1.41M 0.15%
14,460
+13,417
+1,286% +$1.2M
DE icon
166
Deere & Co
DE
$167B
$1.4M 0.15%
3,420
+3,015
+744% +$1.16M
OMC icon
167
Omnicom Group
OMC
$23.6B
$1.4M 0.14%
14,483
+14,470
+111,308% +$1.3M
GPN icon
168
Global Payments
GPN
$22.9B
$1.4M 0.14%
10,470
+9,620
+1,132% +$1.27M
PLTR icon
169
Palantir
PLTR
$419B
$1.33M 0.14%
57,780
+54,658
+1,751% +$1.16M
EMR icon
170
Emerson Electric
EMR
$90.8B
$1.33M 0.14%
11,707
+10,995
+1,544% +$1.13M
MET icon
171
MetLife
MET
$61.7B
$1.32M 0.14%
17,790
+16,048
+921% +$1.12M
WSM icon
172
Williams-Sonoma
WSM
$29.7B
$1.32M 0.14%
8,304
+8,108
+4,137% +$941K
PANW icon
173
Palo Alto Networks
PANW
$311B
$1.31M 0.14%
9,220
+8,058
+693% +$1.27M
DOCU
174
DocuSign
DOCU
$11.4B
$1.3M 0.13%
21,858
+20,057
+1,114% +$1.13M
PNC icon
175
PNC Financial Services
PNC
$101B
$1.3M 0.13%
8,016
+7,909
+7,392% +$1.19M
5 6
7
8 9

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DF
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SFI
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NM
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NMC
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SLF
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VCM
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CGH
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Plato Investment Management's Q1 2024 Portfolio in Review

As of Q1 2024, Plato Investment Management held 524 positions worth $967M, up 1,086% from $81.6M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Plato Investment Management deployed $831M of net new capital in Q1 2024, opening 69 new positions and adding to 304 existing holdings. Its largest new stake was Advanced Micro Devices: 26,618 shares worth $4.8M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 34% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Marathon Petroleum, an estimated $277K trimmed.

  • Plato Investment Management's largest Q1 2024 buy was Advanced Micro Devices: 26,618 shares worth $4.8M.
  • Plato Investment Management added most to Microsoft in Q1 2024, an estimated $55.5M increase.
  • Plato Investment Management's biggest Q1 2024 reduction was Marathon Petroleum, cutting an estimated $277K.
  • Plato Investment Management fully exited Lincoln National in Q1 2024, selling an estimated $242K.
  • Plato Investment Management's ten largest holdings make up 31% of its $967M portfolio in Q1 2024.
  • Plato Investment Management opened 69 new positions and closed 35 in Q1 2024.
  • Plato Investment Management's portfolio value rose 1,086% quarter-over-quarter to $967M.

Based on Plato Investment Management's 13F filing for Q1 2024, filed 15 May 2024.