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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
FSV icon
201
FirstService
FSV
$6.3B
$1.33M 0.11%
7,940
-9
-0.1% -$1.58K
MTD icon
202
Mettler-Toledo International
MTD
$28.8B
$1.31M 0.11%
1,100
+5
+0.5% +$6.39K
ZTS icon
203
Zoetis
ZTS
$31.1B
$1.31M 0.11%
7,880
-208
-3% -$34.6K
IDXX icon
204
Idexx Laboratories
IDXX
$46.2B
$1.31M 0.11%
3,087
+835
+37% +$363K
EMR icon
205
Emerson Electric
EMR
$91.7B
$1.31M 0.11%
11,787
+80
+0.7% +$9.64K
ORLY icon
206
O'Reilly Automotive
ORLY
$74.9B
$1.3M 0.11%
13,485
– –
NTRS icon
207
Northern Trust
NTRS
$34.4B
$1.3M 0.11%
13,009
+48
+0.4% +$5.09K
CTAS icon
208
Cintas
CTAS
$82.1B
$1.28M 0.11%
6,182
-5,838
-49% -$1.16M
CNC icon
209
Centene
CNC
$32.1B
$1.28M 0.11%
20,917
-1,089
-5% -$65.8K
OTEX icon
210
Open Text
OTEX
$5.81B
$1.28M 0.11%
49,999
+45,126
+926% +$1.24M
FTV icon
211
Fortive
FTV
$18.6B
$1.27M 0.11%
22,848
+71
+0.3% +$4.17K
ALNY icon
212
Alnylam Pharmaceuticals
ALNY
$29.6B
$1.27M 0.11%
4,659
-888
-16% -$228K
CMG icon
213
Chipotle Mexican Grill
CMG
$40.5B
$1.27M 0.11%
24,997
-508
-2% -$27.6K
URI icon
214
United Rentals
URI
$71.2B
$1.27M 0.11%
2,001
-717
-26% -$493K
MMM icon
215
3M
MMM
$94.4B
$1.25M 0.11%
8,419
-450
-5% -$66.1K
FTNT icon
216
Fortinet
FTNT
$119B
$1.25M 0.11%
12,809
-1,165
-8% -$118K
TROW icon
217
T. Rowe Price
TROW
$24.3B
$1.24M 0.1%
13,387
-1,356
-9% -$143K
AZO icon
218
AutoZone
AZO
$49.7B
$1.24M 0.1%
321
– –
SE icon
219
Sea Limited
SE
$80.5B
$1.21M 0.1%
9,192
+2,141
+30% +$266K
INTC icon
220
Intel
INTC
$493B
$1.21M 0.1%
52,596
-3,544
-6% -$77.6K
COIN icon
221
Coinbase
COIN
$39.2B
$1.19M 0.1%
6,835
+3,722
+120% +$901K
WTW icon
222
Willis Towers Watson
WTW
$31.8B
$1.19M 0.1%
3,481
-2,179
-38% -$710K
BEPC icon
223
Brookfield Renewable
BEPC
$6.46B
$1.19M 0.1%
42,082
+29,561
+236% +$810K
GDDY icon
224
GoDaddy
GDDY
$11.5B
$1.18M 0.1%
6,479
-730
-10% -$139K
XYL icon
225
Xylem
XYL
$28.8B
$1.15M 0.1%
9,554
– –
7 8
9
10 11

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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
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PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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.