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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
+14.51%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.33B
AUM Growth
+$143M
Cap. Flow
+$32.2M
Cap. Flow %
2.42%
Top 10 Hldgs %
32.85%
Holding
560
New
33
Increased
318
Reduced
101
Closed
44

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$5.24M
2
TD icon
Toronto Dominion Bank
TD
+$2.67M
3
AAPL icon
Apple
AAPL
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

Rank Stock Value
1
KGC icon
Kinross Gold
KGC
+$2.68M
2
TRI icon
Thomson Reuters
TRI
+$2.41M
3
SHOP icon
Shopify
SHOP
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

Rank Sector Weight
1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PYPL icon
151
PayPal
PYPL
$50.5B
$2.02M 0.15%
27,321
+18
+0.1% +$1.23K
VEEV icon
152
Veeva Systems
VEEV
$38.1B
$2.02M 0.15%
7,047
+422
+6% +$105K
MET icon
153
MetLife
MET
$61.7B
$1.98M 0.15%
24,757
+289
+1% +$22.3K
REGN icon
154
Regeneron Pharmaceuticals
REGN
$83.2B
$1.98M 0.15%
3,779
+2
+0.1% +$1.12K
BDX icon
155
Becton Dickinson
BDX
$48.9B
$1.98M 0.15%
11,510
+9
+0.1% +$1.65K
STN icon
156
Stantec
STN
$8.35B
$1.97M 0.15%
18,248
+11,467
+169% +$1.1M
CMI icon
157
Cummins
CMI
$87.4B
$1.97M 0.15%
6,035
+4
+0.1% +$1.24K
CB icon
158
Chubb
CB
$134B
$1.97M 0.15%
6,820
+9
+0.1% +$2.59K
GIS icon
159
General Mills
GIS
$19.9B
$1.97M 0.15%
38,107
+16
+0% +$883
TGT icon
160
Target
TGT
$69B
$1.96M 0.15%
19,991
+5,218
+35% +$501K
SYF icon
161
Synchrony
SYF
$25.4B
$1.95M 0.15%
29,393
+259
+0.9% +$14.5K
ZTS icon
162
Zoetis
ZTS
$30.9B
$1.95M 0.15%
12,575
+4,695
+60% +$744K
EXPD icon
163
Expeditors International
EXPD
$23.3B
$1.94M 0.15%
17,052
+3
+0% +$336
TSM icon
164
TSMC
TSM
$2.17T
$1.94M 0.15%
8,593
+593
+7% +$110K
AME icon
165
Ametek
AME
$58B
$1.93M 0.15%
10,704
+5
+0% +$860
RPM icon
166
RPM International
RPM
$14.8B
$1.93M 0.14%
17,595
+6
+0% +$660
KEYS icon
167
Keysight
KEYS
$57.3B
$1.9M 0.14%
11,636
+7,893
+211% +$1.2M
OTIS icon
168
Otis Worldwide
OTIS
$27.7B
$1.88M 0.14%
19,033
-3,712
-16% -$358K
FAST icon
169
Fastenal
FAST
$59.8B
$1.83M 0.14%
43,633
+5
+0% +$203
AEM icon
170
Agnico Eagle Mines
AEM
$91.4B
$1.82M 0.14%
15,333
+11,212
+272% +$1.3M
AMH icon
171
American Homes 4 Rent
AMH
$12.3B
$1.78M 0.13%
49,658
– –
MTD icon
172
Mettler-Toledo International
MTD
$28.6B
$1.78M 0.13%
1,524
+424
+39% +$474K
TDG icon
173
TransDigm Group
TDG
$67.6B
$1.76M 0.13%
1,163
– –
PSA icon
174
Public Storage
PSA
$60.8B
$1.71M 0.13%
5,863
+5
+0.1% +$1.48K
TEAM icon
175
Atlassian
TEAM
$38.5B
$1.7M 0.13%
8,403
+1,938
+30% +$404K
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 Q2 2025 Portfolio in Review

As of Q2 2025, Plato Investment Management held 560 positions worth $1.33B, up 12% from $1.19B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Plato Investment Management's Q2 2025 filing shows 33 new, 318 increased, 101 reduced and 44 closed positions. Its largest new stake was Toronto Dominion Bank: 40,872 shares worth $2.99M. The largest sale was Kinross Gold, an estimated $2.68M.

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

  • Plato Investment Management's largest Q2 2025 buy was Toronto Dominion Bank: 40,872 shares worth $2.99M.
  • Plato Investment Management added most to Broadcom in Q2 2025, an estimated $5.24M increase.
  • Plato Investment Management's biggest Q2 2025 reduction was Thomson Reuters, cutting an estimated $2.41M.
  • Plato Investment Management fully exited Kinross Gold in Q2 2025, selling an estimated $2.68M.
  • Plato Investment Management's ten largest holdings make up 33% of its $1.33B portfolio in Q2 2025.
  • Plato Investment Management opened 33 new positions and closed 44 in Q2 2025.
  • Plato Investment Management's portfolio value rose 12% quarter-over-quarter to $1.33B.

Based on Plato Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.