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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
-2.39%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.19B
AUM Growth
-$174M
Cap. Flow
-$128M
Cap. Flow %
-10.79%
Top 10 Hldgs %
29.65%
Holding
629
New
44
Increased
135
Reduced
246
Closed
102

Top Buys

Rank Stock Value
1
WPM icon
Wheaton Precious Metals
WPM
+$3.27M
2
AMD icon
Advanced Micro Devices
AMD
+$2.86M
3
EIX icon
Edison International
EIX
+$1.98M
4
EXPE icon
Expedia Group
EXPE
+$1.77M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.37M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$9.43M
2
AAPL icon
Apple
AAPL
+$9.16M
3
DB icon
Deutsche Bank
DB
+$7.23M
4
MSFT icon
Microsoft
MSFT
+$6.36M
5
AVGO icon
Broadcom
AVGO
+$5.84M

Sector Composition

Rank Sector Weight
1 Technology 31.91%
2 Financials 13.41%
3 Healthcare 12.21%
4 Consumer Discretionary 9.94%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMI icon
151
Cummins
CMI
$87.1B
$1.91M 0.16%
6,031
+39
+0.7% +$13.7K
AON icon
152
Aon
AON
$75.6B
$1.9M 0.16%
4,711
-1,415
-23% -$543K
AMH icon
153
American Homes 4 Rent
AMH
$12.2B
$1.9M 0.16%
49,658
– –
PANW icon
154
Palo Alto Networks
PANW
$313B
$1.88M 0.16%
10,880
+1,251
+13% +$231K
AME icon
155
Ametek
AME
$58.8B
$1.86M 0.16%
10,699
+31
+0.3% +$5.63K
TPL icon
156
Texas Pacific Land
TPL
$25.2B
$1.86M 0.16%
4,167
+231
+6% +$103K
NKE icon
157
Nike
NKE
$61.3B
$1.8M 0.15%
28,075
-185
-0.7% -$13.6K
PYPL icon
158
PayPal
PYPL
$50.5B
$1.8M 0.15%
27,303
-476
-2% -$37.1K
LHX icon
159
L3Harris
LHX
$53.3B
$1.78M 0.15%
8,418
+314
+4% +$65.8K
TEL icon
160
TE Connectivity
TEL
$63.3B
$1.78M 0.15%
12,454
+136
+1% +$20.1K
PCAR icon
161
PACCAR
PCAR
$69.8B
$1.77M 0.15%
18,017
-2,880
-14% -$304K
PSA icon
162
Public Storage
PSA
$60.7B
$1.77M 0.15%
5,858
-324
-5% -$96.9K
DSGX icon
163
Descartes Systems
DSGX
$6.78B
$1.77M 0.15%
17,377
-5,051
-23% -$558K
LOW icon
164
Lowe's Companies
LOW
$124B
$1.76M 0.15%
7,465
-303
-4% -$74.6K
DASH icon
165
DoorDash
DASH
$91.9B
$1.76M 0.15%
9,512
+566
+6% +$106K
LOGI icon
166
Logitech
LOGI
$14.8B
$1.75M 0.15%
20,739
+7,679
+59% +$723K
CHRW icon
167
C.H. Robinson
CHRW
$17B
$1.72M 0.15%
16,653
– –
FAST icon
168
Fastenal
FAST
$60.1B
$1.71M 0.14%
43,628
-6,846
-14% -$257K
EXPE icon
169
Expedia Group
EXPE
$38.5B
$1.65M 0.14%
+9,698
New +$1.77M
TDG icon
170
TransDigm Group
TDG
$68.7B
$1.63M 0.14%
1,163
+3
+0.3% +$4K
DE icon
171
Deere & Co
DE
$167B
$1.62M 0.14%
3,425
+10
+0.3% +$4.68K
SBAC icon
172
SBA Communications
SBAC
$19.3B
$1.61M 0.14%
7,255
-144
-2% -$30.1K
NVR icon
173
NVR
NVR
$17.1B
$1.61M 0.14%
220
-28
-11% -$213K
SYF icon
174
Synchrony
SYF
$25.5B
$1.56M 0.13%
29,134
-7,886
-21% -$488K
TGT icon
175
Target
TGT
$69.2B
$1.56M 0.13%
14,773
-6,241
-30% -$780K
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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PAIM
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Plato Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Plato Investment Management held 629 positions worth $1.19B, down 13% from $1.36B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Plato Investment Management withdrew a net $128M in Q1 2025, closing 102 positions and reducing 246 holdings. Its most notable exit was Lennox International, an estimated $889K position sold in full.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 35% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Plato Investment Management opened a new position in Expedia Group worth $1.65M.

  • Plato Investment Management's largest Q1 2025 buy was Expedia Group: 9,698 shares worth $1.65M.
  • Plato Investment Management added most to Wheaton Precious Metals in Q1 2025, an estimated $3.27M increase.
  • Plato Investment Management's biggest Q1 2025 reduction was NVIDIA, cutting an estimated $9.43M.
  • Plato Investment Management fully exited Lennox International in Q1 2025, selling an estimated $889K.
  • Plato Investment Management's ten largest holdings make up 30% of its $1.19B portfolio in Q1 2025.
  • Plato Investment Management opened 44 new positions and closed 102 in Q1 2025.
  • Plato Investment Management's portfolio value fell 13% quarter-over-quarter to $1.19B.

Based on Plato Investment Management's 13F filing for Q1 2025, filed 20 May 2025.