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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
+5.06%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.36B
AUM Growth
+$128M
Cap. Flow
+$90.9M
Cap. Flow %
6.68%
Top 10 Hldgs %
33.47%
Holding
609
New
62
Increased
214
Reduced
92
Closed
24

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$6.04M
2
NVDA icon
NVIDIA
NVDA
+$5.38M
3
MSFT icon
Microsoft
MSFT
+$4.34M
4
AMZN icon
Amazon
AMZN
+$3.5M
5
GEV icon
GE Vernova
GEV
+$3.27M

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$4M
2
DVN icon
Devon Energy
DVN
+$3.8M
3
APP icon
Applovin
APP
+$2.56M
4
BEPC icon
Brookfield Renewable
BEPC
+$2.04M
5
TRI icon
Thomson Reuters
TRI
+$2.03M

Sector Composition

Rank Sector Weight
1 Technology 34.82%
2 Financials 13.38%
3 Healthcare 10.85%
4 Consumer Discretionary 10.55%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ED icon
151
Consolidated Edison
ED
$39.4B
$2.03M 0.15%
22,720
+30
+0.1% +$2.95K
MET icon
152
MetLife
MET
$61.7B
$2.03M 0.15%
24,683
– –
HIG icon
153
Hartford Financial Services
HIG
$38.5B
$2.03M 0.15%
18,458
– –
GWW icon
154
W.W. Grainger
GWW
$61.6B
$2.02M 0.15%
1,909
+866
+83% +$976K
FCX icon
155
Freeport-McMoran
FCX
$97B
$2.01M 0.15%
52,613
-8,729
-14% -$390K
AME icon
156
Ametek
AME
$59B
$1.93M 0.14%
10,668
– –
LOW icon
157
Lowe's Companies
LOW
$125B
$1.92M 0.14%
7,768
+1,244
+19% +$332K
URI icon
158
United Rentals
URI
$72.4B
$1.92M 0.14%
2,718
– –
REGN icon
159
Regeneron Pharmaceuticals
REGN
$82.8B
$1.9M 0.14%
2,661
+44
+2% +$36.9K
CB icon
160
Chubb
CB
$134B
$1.9M 0.14%
6,849
– –
CVS icon
161
CVS Health
CVS
$120B
$1.89M 0.14%
42,034
+6,014
+17% +$337K
AMH icon
162
American Homes 4 Rent
AMH
$12.2B
$1.86M 0.14%
49,658
– –
PSA icon
163
Public Storage
PSA
$60.5B
$1.86M 0.14%
6,182
+145
+2% +$48.1K
CTVA icon
164
Corteva
CTVA
$50.8B
$1.86M 0.14%
32,459
+1,148
+4% +$67.9K
EXPD icon
165
Expeditors International
EXPD
$23.1B
$1.83M 0.13%
16,455
– –
FAST icon
166
Fastenal
FAST
$60.7B
$1.82M 0.13%
50,474
– –
ILMN icon
167
Illumina
ILMN
$28.9B
$1.82M 0.13%
13,578
-217
-2% -$30.9K
WTW icon
168
Willis Towers Watson
WTW
$31.7B
$1.78M 0.13%
5,660
-4,472
-44% -$1.37M
TEL icon
169
TE Connectivity
TEL
$64.1B
$1.77M 0.13%
12,318
+215
+2% +$32K
PANW icon
170
Palo Alto Networks
PANW
$312B
$1.76M 0.13%
9,629
+3
+0% +$567
FNV icon
171
Franco-Nevada
FNV
$46.3B
$1.76M 0.13%
14,892
– –
CHRW icon
172
C.H. Robinson
CHRW
$17.1B
$1.73M 0.13%
16,653
-2,925
-15% -$315K
WDAY icon
173
Workday
WDAY
$45B
$1.72M 0.13%
6,640
+496
+8% +$127K
MNST icon
174
Monster Beverage
MNST
$89.4B
$1.72M 0.13%
65,128
– –
LHX icon
175
L3Harris
LHX
$53.8B
$1.71M 0.13%
8,104
– –
5 6
7
8 9

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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
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
SLF
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VCM
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CGH
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Plato Investment Management's Q4 2024 Portfolio in Review

As of Q4 2024, Plato Investment Management held 609 positions worth $1.36B, up 10% from $1.23B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Plato Investment Management deployed $90.9M of net new capital in Q4 2024, opening 62 new positions and adding to 214 existing holdings. Its largest new stake was Texas Pacific Land: 3,936 shares worth $1.46M.

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

On the sell side, the largest reduction was Advanced Micro Devices, an estimated $4M trimmed.

  • Plato Investment Management's largest Q4 2024 buy was Texas Pacific Land: 3,936 shares worth $1.46M.
  • Plato Investment Management added most to Apple in Q4 2024, an estimated $6.04M increase.
  • Plato Investment Management's biggest Q4 2024 reduction was Advanced Micro Devices, cutting an estimated $4M.
  • Plato Investment Management fully exited Live Nation Entertainment in Q4 2024, selling an estimated $586K.
  • Plato Investment Management's ten largest holdings make up 33% of its $1.36B portfolio in Q4 2024.
  • Plato Investment Management opened 62 new positions and closed 24 in Q4 2024.
  • Plato Investment Management's portfolio value rose 10% quarter-over-quarter to $1.36B.

Based on Plato Investment Management's 13F filing for Q4 2024, filed 6 Feb 2025.