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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
MKC icon
176
McCormick & Company Non-Voting
MKC
$14.2B
$1.55M 0.13%
18,658
– –
VEEV icon
177
Veeva Systems
VEEV
$38.4B
$1.55M 0.13%
6,625
-56
-0.8% -$12.8K
RS icon
178
Reliance Steel & Aluminium
RS
$21.6B
$1.54M 0.13%
5,262
+4,352
+478% +$1.25M
MU icon
179
Micron Technology
MU
$981B
$1.53M 0.13%
17,381
-6,922
-28% -$665K
PCG icon
180
PG&E
PCG
$38.1B
$1.51M 0.13%
86,665
+63,747
+278% +$1.06M
CCI icon
181
Crown Castle
CCI
$31.3B
$1.48M 0.12%
14,006
-1,237
-8% -$116K
ADSK icon
182
Autodesk
ADSK
$53.1B
$1.47M 0.12%
5,569
-1,403
-20% -$399K
SSNC icon
183
SS&C Technologies
SSNC
$18.7B
$1.46M 0.12%
17,323
– –
VRSK icon
184
Verisk Analytics
VRSK
$23.6B
$1.45M 0.12%
4,816
+10
+0.2% +$2.88K
IQV icon
185
IQVIA
IQV
$40.1B
$1.45M 0.12%
8,125
+1,181
+17% +$229K
SBUX icon
186
Starbucks
SBUX
$122B
$1.44M 0.12%
14,502
+51
+0.4% +$5.27K
KR icon
187
Kroger
KR
$34.5B
$1.41M 0.12%
20,647
– –
PNC icon
188
PNC Financial Services
PNC
$101B
$1.41M 0.12%
7,934
-625
-7% -$118K
ALL icon
189
Allstate
ALL
$66.3B
$1.4M 0.12%
6,680
-1,179
-15% -$230K
WDAY icon
190
Workday
WDAY
$44.8B
$1.39M 0.12%
5,895
-745
-11% -$190K
STZ icon
191
Constellation Brands
STZ
$22.9B
$1.39M 0.12%
7,490
+15
+0.2% +$2.73K
TEAM icon
192
Atlassian
TEAM
$39.1B
$1.39M 0.12%
6,465
+974
+18% +$257K
CHKP icon
193
Check Point Software Technologies
CHKP
$13.2B
$1.38M 0.12%
5,989
+139
+2% +$29.5K
TAP icon
194
Molson Coors Class B
TAP
$7.83B
$1.38M 0.12%
+22,425
New +$1.29M
HSY icon
195
Hershey
HSY
$36.6B
$1.36M 0.11%
7,881
– –
HCA icon
196
HCA Healthcare
HCA
$89.1B
$1.36M 0.11%
3,884
-1,144
-23% -$368K
TRV icon
197
Travelers Companies
TRV
$78.3B
$1.35M 0.11%
5,062
-297
-6% -$74K
TXT icon
198
Textron
TXT
$15.2B
$1.35M 0.11%
18,503
– –
VICI icon
199
VICI Properties
VICI
$28.6B
$1.35M 0.11%
40,926
+5,860
+17% +$181K
TSM icon
200
TSMC
TSM
$2.19T
$1.34M 0.11%
8,000
– –
6 7
8
9 10

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CIP
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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
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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.