We are live on ! Find out more
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
BSX icon
176
Boston Scientific
BSX
$73.8B
$1.71M 0.13%
19,070
+319
+2% +$28.1K
EME icon
177
Emcor
EME
$36B
$1.7M 0.13%
3,739
+898
+32% +$425K
TROW icon
178
T. Rowe Price
TROW
$24.3B
$1.67M 0.12%
14,743
-129
-0.9% -$14.9K
STZ icon
179
Constellation Brands
STZ
$22.5B
$1.66M 0.12%
7,475
+338
+5% +$80.3K
PNC icon
180
PNC Financial Services
PNC
$101B
$1.66M 0.12%
8,559
– –
ABNB icon
181
Airbnb
ABNB
$110B
$1.63M 0.12%
12,395
+3,290
+36% +$443K
MELI icon
182
Mercado Libre
MELI
$97.1B
$1.63M 0.12%
955
-441
-32% -$859K
MTB icon
183
M&T Bank
MTB
$36.5B
$1.63M 0.12%
8,623
+8,455
+5,033% +$1.68M
SCHW
184
Charles Schwab
SCHW
$186B
$1.61M 0.12%
21,613
+844
+4% +$63.2K
TSM icon
185
TSMC
TSM
$2.19T
$1.59M 0.12%
+8,000
New +$1.55M
CMG icon
186
Chipotle Mexican Grill
CMG
$40.2B
$1.54M 0.11%
25,505
+8,671
+52% +$523K
ALL icon
187
Allstate
ALL
$67.5B
$1.52M 0.11%
7,859
– –
F icon
188
Ford
F
$56.3B
$1.52M 0.11%
152,999
+32,863
+27% +$350K
HCA icon
189
HCA Healthcare
HCA
$89.1B
$1.51M 0.11%
5,028
+258
+5% +$90.2K
SBAC icon
190
SBA Communications
SBAC
$19.3B
$1.51M 0.11%
7,399
– –
DASH icon
191
DoorDash
DASH
$93.2B
$1.51M 0.11%
8,946
+174
+2% +$28.6K
NBIX icon
192
Neurocrine Biosciences
NBIX
$16.5B
$1.49M 0.11%
10,844
-129
-1% -$16K
LMT icon
193
Lockheed Martin
LMT
$137B
$1.49M 0.11%
3,045
+1,193
+64% +$650K
JLL icon
194
Jones Lang LaSalle
JLL
$16.6B
$1.48M 0.11%
5,843
+3,798
+186% +$1.01M
TDG icon
195
TransDigm Group
TDG
$68.7B
$1.48M 0.11%
1,160
+177
+18% +$233K
TPL icon
196
Texas Pacific Land
TPL
$24.5B
$1.46M 0.11%
+3,936
New +$1.61M
EMR icon
197
Emerson Electric
EMR
$90.4B
$1.46M 0.11%
11,707
– –
DE icon
198
Deere & Co
DE
$166B
$1.45M 0.11%
3,415
-5
-0.1% -$2.11K
FSV icon
199
FirstService
FSV
$6.27B
$1.44M 0.11%
7,949
– –
GDDY icon
200
GoDaddy
GDDY
$11.6B
$1.43M 0.11%
7,209
+730
+11% +$133K
6 7
8
9 10

Similar funds

CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
DF
DNCA Finance Paris, France $1.75B AUM 38.18% 1-Year Est. Return
SFI
Siemens Fonds Invest Munich, Germany $1.75B AUM 26.24% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 1-Year Est. Return
CGH
Contrarius Group Holdings Hamilton, Bermuda $1.77B AUM 83.15% 1-Year Est. Return

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.