We are live on ! Find out more
PIM

Plato Investment Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 28.65%
This Fund
S&P 500
This Quarter Est. Return
+13.57%
1 Year Est. Return
+28.65%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$81.6M
AUM Growth
–
Cap. Flow
+$75.9M
Cap. Flow %
93.07%
Top 10 Hldgs %
31.59%
Holding
455
New
455
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$5.83M
2
MSFT icon
Microsoft
MSFT
+$4.94M
3
NVDA icon
NVIDIA
NVDA
+$2.75M
4
AMZN icon
Amazon
AMZN
+$2.55M
5
GOOG icon
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
AAPL icon
1
Apple
AAPL
$4.41T
$6.08M 7.46%
+31,585
New +$5.83M
MSFT icon
2
Microsoft
MSFT
$3.44T
$5.22M 6.4%
+13,872
New +$4.94M
NVDA icon
3
NVIDIA
NVDA
$4.79T
$2.94M 3.6%
+59,320
New +$2.75M
AMZN icon
4
Amazon
AMZN
$2.91T
$2.76M 3.39%
+18,179
New +$2.55M
GOOG icon
5
Alphabet (Google) Class C
GOOG
$4.32T
$2.11M 2.58%
+14,957
New +$2.03M
AVGO icon
6
Broadcom
AVGO
$1.84T
$1.58M 1.94%
+14,170
New +$1.34M
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.32T
$1.31M 1.6%
+9,364
New +$1.26M
META icon
8
Meta Platforms (Facebook)
META
$1.4T
$1.29M 1.58%
+3,637
New +$1.18M
V icon
9
Visa
V
$683B
$1.25M 1.53%
+4,786
New +$1.18M
ABBV icon
10
AbbVie
ABBV
$447B
$1.24M 1.52%
+7,973
New +$1.16M
UNH icon
11
UnitedHealth
UNH
$382B
$1.21M 1.49%
+2,303
New +$1.23M
TSLA icon
12
Tesla
TSLA
$1.22T
$1.08M 1.33%
+4,355
New +$1.03M
PEP icon
13
PepsiCo
PEP
$191B
$989K 1.21%
+5,821
New +$965K
AMGN icon
14
Amgen
AMGN
$207B
$934K 1.15%
+3,243
New +$884K
CRM icon
15
Salesforce
CRM
$150B
$918K 1.13%
+3,490
New +$790K
ADBE icon
16
Adobe
ADBE
$98.6B
$890K 1.09%
+1,491
New +$860K
WMT icon
17
Walmart Inc
WMT
$889B
$838K 1.03%
+15,939
New +$843K
CAT icon
18
Caterpillar
CAT
$377B
$829K 1.02%
+2,805
New +$728K
KLAC icon
19
KLA
KLAC
$243B
$814K 1%
+14,000
New +$729K
JNJ icon
20
Johnson & Johnson
JNJ
$621B
$770K 0.94%
+4,912
New +$753K
MRK icon
21
Merck
MRK
$324B
$722K 0.89%
+6,622
New +$687K
JPM icon
22
JPMorgan Chase
JPM
$940B
$692K 0.85%
+4,070
New +$617K
ADP icon
23
Automatic Data Processing
ADP
$105B
$680K 0.83%
+2,919
New +$680K
GILD icon
24
Gilead Sciences
GILD
$161B
$662K 0.81%
+8,169
New +$636K
BKNG icon
25
Booking.com
BKNG
$150B
$649K 0.8%
+4,575
New +$571K
1
2 3 4 5

Similar funds

LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
OA
Oak Associates Akron, Ohio $1.49B AUM 34.25% 1-Year Est. Return
AIA
Ally Invest Advisors Charlotte, North Carolina $1.49B AUM 14.08% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return
MCM
Maple Capital Management Montpelier, Vermont $1.49B AUM 23.46% 1-Year Est. Return

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.