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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 | |
|---|---|---|---|---|---|---|
201
Simon Property Group
SPG
$72.2B
| $64.8K | 0.08% |
+454
| New | +$54.9K |
|
202
AvalonBay Communities
AVB
$26.2B
| $64.4K | 0.08% |
+344
| New | +$60K |
|
203
Pinterest
PINS
$13.4B
| $64.3K | 0.08% |
+1,737
| New | +$54.6K |
|
204
Micron Technology
MU
$968B
| $61.1K | 0.07% |
+716
| New | +$53.2K |
|
205
L3Harris
LHX
$53.3B
| $60.9K | 0.07% |
+289
| New | +$54.2K |
|
206
TE Connectivity
TEL
$63B
| $60.7K | 0.07% |
+432
| New | +$55.6K |
|
207
Atkore
ATKR
$3.17B
| $60.6K | 0.07% |
+379
| New | +$52.3K |
|
208
General Dynamics
GD
$106B
| $60K | 0.07% |
+231
| New | +$56.4K |
|
209
AGCO
AGCO
$7.09B
| $59.4K | 0.07% |
+489
| New | +$57.2K |
|
210
CrowdStrike
CRWD
$224B
| $58.2K | 0.07% |
+912
| New | +$47.8K |
|
211
Genuine Parts
GPC
$18.7B
| $57.8K | 0.07% |
+417
| New | +$57.2K |
|
212
TripAdvisor
TRIP
$1.27B
| $56.2K | 0.07% |
+2,609
| New | +$45.7K |
|
213
Plains GP Holdings
PAGP
$5B
| $56.1K | 0.07% |
+3,516
| New | +$55.5K |
|
|
EA
214
DELISTED
Electronic Arts
EA
| $54.5K | 0.07% |
+398
| New | +$52.6K |
|
215
Elastic
ESTC
$7.94B
| $54K | 0.07% |
+479
| New | +$42.6K |
|
216
Palantir
PLTR
$421B
| $53.6K | 0.07% |
+3,122
| New | +$55.6K |
|
217
Verisk Analytics
VRSK
$23.5B
| $53.3K | 0.07% |
+223
| New | +$52.8K |
|
218
Dell
DELL
$284B
| $53.2K | 0.07% |
+695
| New | +$49.1K |
|
219
Edwards Lifesciences
EW
$53.9B
| $53K | 0.07% |
+695
| New | +$48.4K |
|
220
Centene
CNC
$32.4B
| $51.9K | 0.06% |
+700
| New | +$50.5K |
|
221
Skyworks Solutions
SWKS
$10.3B
| $51.5K | 0.06% |
+458
| New | +$44.8K |
|
222
Best Buy
BBY
$17.7B
| $51K | 0.06% |
+651
| New | +$45.8K |
|
223
eBay
EBAY
$47.3B
| $50.9K | 0.06% |
+1,167
| New | +$48.3K |
|
224
Fidelity National Information Services
FIS
$22.1B
| $50.5K | 0.06% |
+841
| New | +$46.1K |
|
225
O'Reilly Automotive
ORLY
$75.2B
| $50.4K | 0.06% |
+795
| New | +$50.2K |
|
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PAIM
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.