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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
+13.57%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$81.6M
AUM Growth
–
Cap. Flow
+$75.9M
Cap. Flow
% of AUM
93.07%
Top 10 Holdings %
Top 10 Hldgs %
31.59%
Holding
455
New
455
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$5.83M |
| 2 |
Microsoft
MSFT
|
+$4.94M |
| 3 |
NVIDIA
NVDA
|
+$2.75M |
| 4 |
Amazon
AMZN
|
+$2.55M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$2.03M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.65% |
| 2 | Healthcare | 14.13% |
| 3 | Consumer Discretionary | 11.28% |
| 4 | Communication Services | 9.75% |
| 5 | Financials | 9.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
HP
HPQ
$26.6B
| $84.6K | 0.1% |
+2,811
| New | +$78.7K |
|
177
Chewy
CHWY
$9.28B
| $84K | 0.1% |
+3,554
| New | +$70.1K |
|
178
Veeva Systems
VEEV
$38.4B
| $81K | 0.1% |
+421
| New | +$79.3K |
|
179
Valero Energy
VLO
$92.9B
| $79K | 0.1% |
+608
| New | +$77.4K |
|
180
Okta
OKTA
$26B
| $78.8K | 0.1% |
+870
| New | +$66.4K |
|
181
Insulet
PODD
$9.99B
| $78.5K | 0.1% |
+362
| New | +$62.1K |
|
182
Zscaler
ZS
$28.8B
| $75.8K | 0.09% |
+342
| New | +$63.3K |
|
|
JWN
183
DELISTED
Nordstrom
JWN
| $75.5K | 0.09% |
+4,092
| New | +$62.8K |
|
184
SBA Communications
SBAC
$19.3B
| $73.6K | 0.09% |
+290
| New | +$65.1K |
|
185
Trade Desk
TTD
$6.41B
| $73.2K | 0.09% |
+1,017
| New | +$74.7K |
|
186
UiPath
PATH
$8.06B
| $72.4K | 0.09% |
+2,916
| New | +$56.9K |
|
|
ETRN
187
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
| $72.3K | 0.09% |
+7,101
| New | +$66.8K |
|
188
Installed Building Products
IBP
$6.41B
| $71.5K | 0.09% |
+391
| New | +$54.9K |
|
189
Becton Dickinson
BDX
$48.8B
| $71.2K | 0.09% |
+292
| New | +$72K |
|
190
Zoetis
ZTS
$30.9B
| $71.1K | 0.09% |
+360
| New | +$63.7K |
|
|
BNY
191
Bank of New York Mellon
BNY
$109B
| $69.7K | 0.09% |
+1,339
| New | +$61.7K |
|
192
Aflac
AFL
$61B
| $69.5K | 0.09% |
+842
| New | +$67.9K |
|
193
Phillips 66
PSX
$88.8B
| $69.4K | 0.09% |
+521
| New | +$62.3K |
|
194
Johnson Controls International
JCI
$93B
| $69.3K | 0.09% |
+1,203
| New | +$63.1K |
|
195
Emerson Electric
EMR
$90.5B
| $69.3K | 0.09% |
+712
| New | +$65.2K |
|
196
Estee Lauder
EL
$31.5B
| $68.4K | 0.08% |
+468
| New | +$62.1K |
|
|
TPH
197
DELISTED
Tri Pointe Homes
TPH
| $68K | 0.08% |
+1,921
| New | +$55.8K |
|
198
EOG Resources
EOG
$75B
| $67.6K | 0.08% |
+559
| New | +$69.6K |
|
199
Kraft Heinz
KHC
$29.3B
| $67.5K | 0.08% |
+1,825
| New | +$62K |
|
200
American International
AIG
$40.6B
| $66.3K | 0.08% |
+979
| New | +$62.4K |
|
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Plato Investment Management's Q4 2023 Portfolio in Review
Q4 2023 is the first quarter with a 13F filing on record for Plato Investment Management, which disclosed 455 positions worth $81.6M. Its ten largest holdings account for 32% of the portfolio.
Its largest position is Apple: 31,585 shares worth $6.08M.
By sector, the portfolio is most concentrated in Technology at 34% of assets, followed by Healthcare and Consumer Discretionary.
- Plato Investment Management's largest Q4 2023 buy was Apple: 31,585 shares worth $6.08M.
- Plato Investment Management's ten largest holdings make up 32% of its $81.6M portfolio in Q4 2023.
- Plato Investment Management disclosed 455 positions in Q4 2023, its first 13F filing on record.
Based on Plato Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.