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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
+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
MKC icon
201
McCormick & Company Non-Voting
MKC
$14.1B
$1.43M 0.1%
18,658
– –
NTAP icon
202
NetApp
NTAP
$39.2B
$1.42M 0.1%
12,213
+2,018
+20% +$247K
TXT icon
203
Textron
TXT
$15.1B
$1.42M 0.1%
18,503
– –
VEEV icon
204
Veeva Systems
VEEV
$38.5B
$1.41M 0.1%
6,681
+332
+5% +$73K
CCI icon
205
Crown Castle
CCI
$31.6B
$1.39M 0.1%
15,243
-1,441
-9% -$151K
EBAY icon
206
eBay
EBAY
$47.5B
$1.39M 0.1%
22,296
– –
SPOT icon
207
Spotify
SPOT
$104B
$1.39M 0.1%
+3,085
New +$1.32M
DELL icon
208
Dell
DELL
$286B
$1.38M 0.1%
11,927
-1,777
-13% -$223K
IQV icon
209
IQVIA
IQV
$39.9B
$1.37M 0.1%
6,944
+2,836
+69% +$598K
GPN icon
210
Global Payments
GPN
$22.8B
$1.36M 0.1%
12,087
– –
XYZ
211
Block Inc
XYZ
$47.5B
$1.35M 0.1%
15,789
-2,727
-15% -$224K
MTD icon
212
Mettler-Toledo International
MTD
$28.7B
$1.34M 0.1%
1,095
+510
+87% +$665K
TEAM icon
213
Atlassian
TEAM
$39B
$1.34M 0.1%
5,491
-2,343
-30% -$537K
HSY icon
214
Hershey
HSY
$36.4B
$1.34M 0.1%
7,881
– –
CNC icon
215
Centene
CNC
$32.8B
$1.34M 0.1%
22,006
+525
+2% +$32.7K
NTRS icon
216
Northern Trust
NTRS
$34.5B
$1.33M 0.1%
12,961
– –
VRSK icon
217
Verisk Analytics
VRSK
$23.6B
$1.33M 0.1%
4,806
+151
+3% +$42K
FTNT icon
218
Fortinet
FTNT
$119B
$1.33M 0.1%
13,974
+3,960
+40% +$352K
BURL icon
219
Burlington
BURL
$23B
$1.32M 0.1%
4,630
+384
+9% +$104K
SBUX icon
220
Starbucks
SBUX
$122B
$1.32M 0.1%
14,451
– –
ZTS icon
221
Zoetis
ZTS
$30.9B
$1.32M 0.1%
8,088
– –
SSNC icon
222
SS&C Technologies
SSNC
$18.6B
$1.32M 0.1%
17,323
– –
LULU icon
223
lululemon athletica
LULU
$14.2B
$1.32M 0.1%
3,429
-449
-12% -$147K
AXON
224
Axon Enterprise
AXON
$50.9B
$1.31M 0.1%
2,201
+2
+0.1% +$1.09K
ALNY icon
225
Alnylam Pharmaceuticals
ALNY
$29.3B
$1.31M 0.1%
5,547
+845
+18% +$222K
7 8
9
10 11

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SFI
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NM
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NMC
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SLF
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VCM
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CGH
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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.