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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
+7.45%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.23B
AUM Growth
+$159M
Cap. Flow
+$94.2M
Cap. Flow %
7.64%
Top 10 Hldgs %
31.56%
Holding
582
New
87
Increased
150
Reduced
90
Closed
35

Top Buys

Rank Stock Value
1
ACN icon
Accenture
ACN
+$6.02M
2
TRI icon
Thomson Reuters
TRI
+$4.27M
3
TT icon
Trane Technologies
TT
+$4.1M
4
DB icon
Deutsche Bank
DB
+$4.01M
5
MDT icon
Medtronic
MDT
+$3.2M

Top Sells

Rank Stock Value
1
ES icon
Eversource Energy
ES
+$2.71M
2
EBAY icon
eBay
EBAY
+$1.33M
3
HPQ icon
HP
HPQ
+$1.32M
4
AON icon
Aon
AON
+$1.2M
5
RS icon
Reliance Steel & Aluminium
RS
+$921K

Sector Composition

Rank Sector Weight
1 Technology 33.09%
2 Financials 12.88%
3 Healthcare 12.23%
4 Consumer Discretionary 9.47%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CCI icon
151
Crown Castle
CCI
$31.7B
$1.98M 0.16%
16,684
+5,262
+46% +$580K
CB icon
152
Chubb
CB
$135B
$1.97M 0.16%
+6,849
New +$1.88M
CMI icon
153
Cummins
CMI
$88.9B
$1.94M 0.16%
5,992
– –
HCA icon
154
HCA Healthcare
HCA
$90.6B
$1.94M 0.16%
4,770
+1,624
+52% +$595K
LHX icon
155
L3Harris
LHX
$53.9B
$1.93M 0.16%
8,104
-282
-3% -$65.1K
AMH icon
156
American Homes 4 Rent
AMH
$12.3B
$1.9M 0.15%
49,658
– –
KDP icon
157
Keurig Dr Pepper
KDP
$39.9B
$1.89M 0.15%
50,446
– –
CTAS icon
158
Cintas
CTAS
$81.5B
$1.86M 0.15%
9,024
+552
+7% +$107K
FNV icon
159
Franco-Nevada
FNV
$46.5B
$1.85M 0.15%
+14,892
New +$1.84M
PCAR icon
160
PACCAR
PCAR
$69.6B
$1.84M 0.15%
18,664
– –
CTVA icon
161
Corteva
CTVA
$51B
$1.84M 0.15%
31,311
– –
MCK icon
162
McKesson
MCK
$104B
$1.84M 0.15%
3,721
-2
-0.1% -$1.11K
STZ icon
163
Constellation Brands
STZ
$22.7B
$1.84M 0.15%
7,137
– –
AME icon
164
Ametek
AME
$58.3B
$1.83M 0.15%
10,668
– –
TEL icon
165
TE Connectivity
TEL
$62.9B
$1.83M 0.15%
12,103
– –
FAST icon
166
Fastenal
FAST
$60.1B
$1.8M 0.15%
50,474
-17,778
-26% -$602K
ILMN icon
167
Illumina
ILMN
$28.5B
$1.8M 0.15%
13,795
+9,722
+239% +$1.2M
SBAC icon
168
SBA Communications
SBAC
$19.4B
$1.78M 0.14%
7,399
– –
LOW icon
169
Lowe's Companies
LOW
$124B
$1.77M 0.14%
6,524
– –
MNST icon
170
Monster Beverage
MNST
$89.8B
$1.7M 0.14%
65,128
– –
CHKP icon
171
Check Point Software Technologies
CHKP
$13.2B
$1.66M 0.13%
+8,602
New +$1.58M
AON icon
172
Aon
AON
$75.7B
$1.65M 0.13%
4,786
-3,678
-43% -$1.2M
CDNS icon
173
Cadence Design Systems
CDNS
$89.9B
$1.65M 0.13%
6,083
-1,511
-20% -$418K
ADSK icon
174
Autodesk
ADSK
$53B
$1.64M 0.13%
5,974
-106
-2% -$26.7K
PANW icon
175
Palo Alto Networks
PANW
$307B
$1.64M 0.13%
9,626
+130
+1% +$21.9K
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 Q3 2024 Portfolio in Review

As of Q3 2024, Plato Investment Management held 582 positions worth $1.23B, up 15% from $1.07B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Plato Investment Management deployed $94.2M of net new capital in Q3 2024, opening 87 new positions and adding to 150 existing holdings. Its largest new stake was Accenture: 18,313 shares worth $6.47M.

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

On the sell side, the largest reduction was Eversource Energy, an estimated $2.71M trimmed.

  • Plato Investment Management's largest Q3 2024 buy was Accenture: 18,313 shares worth $6.47M.
  • Plato Investment Management added most to EOG Resources in Q3 2024, an estimated $2.81M increase.
  • Plato Investment Management's biggest Q3 2024 reduction was Eversource Energy, cutting an estimated $2.71M.
  • Plato Investment Management fully exited Walgreens Boots Alliance in Q3 2024, selling an estimated $616K.
  • Plato Investment Management's ten largest holdings make up 32% of its $1.23B portfolio in Q3 2024.
  • Plato Investment Management opened 87 new positions and closed 35 in Q3 2024.
  • Plato Investment Management's portfolio value rose 15% quarter-over-quarter to $1.23B.

Based on Plato Investment Management's 13F filing for Q3 2024, filed 6 Nov 2024.