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PIM

Plato Investment Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 28.65%
This Fund
S&P 500
This Quarter Est. Return
+5.06%
1 Year Est. Return
+28.65%
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
AAPL icon
1
Apple
AAPL
$4.41T
$95.9M 7.05%
381,377
+25,617
+7% +$6.04M
NVDA icon
2
NVIDIA
NVDA
$4.79T
$86.8M 6.38%
644,183
+39,053
+6% +$5.38M
MSFT icon
3
Microsoft
MSFT
$3.44T
$73.2M 5.38%
172,984
+10,185
+6% +$4.34M
AMZN icon
4
Amazon
AMZN
$2.91T
$51.1M 3.76%
232,038
+17,126
+8% +$3.5M
META icon
5
Meta Platforms (Facebook)
META
$1.4T
$32.3M 2.37%
54,895
+3,199
+6% +$1.88M
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.32T
$26.8M 1.97%
141,088
+8,269
+6% +$1.45M
TSLA icon
7
Tesla
TSLA
$1.22T
$25.6M 1.88%
63,187
+877
+1% +$282K
AVGO icon
8
Broadcom
AVGO
$1.84T
$25.2M 1.85%
108,435
-2,268
-2% -$419K
GOOG icon
9
Alphabet (Google) Class C
GOOG
$4.32T
$24.4M 1.79%
127,636
+2,046
+2% +$361K
JPM icon
10
JPMorgan Chase
JPM
$939B
$14.1M 1.04%
58,607
+2,123
+4% +$494K
V icon
11
Visa
V
$682B
$13.9M 1.02%
43,923
+1,058
+2% +$318K
LLY icon
12
Eli Lilly
LLY
$1.02T
$13.4M 0.99%
17,315
+511
+3% +$423K
COST icon
13
Costco
COST
$422B
$12M 0.88%
13,016
-86
-0.7% -$79.8K
ABBV icon
14
AbbVie
ABBV
$446B
$11.7M 0.86%
65,465
+4,901
+8% +$901K
UNH icon
15
UnitedHealth
UNH
$382B
$11.6M 0.85%
22,812
-454
-2% -$258K
MA icon
16
Mastercard
MA
$506B
$10.8M 0.79%
20,368
+1,242
+6% +$643K
PG icon
17
Procter & Gamble
PG
$335B
$10.6M 0.78%
63,241
+1,295
+2% +$221K
CRM icon
18
Salesforce
CRM
$150B
$10.3M 0.76%
30,726
+862
+3% +$275K
KO icon
19
Coca-Cola
KO
$376B
$10.2M 0.75%
162,869
+6,173
+4% +$403K
NFLX icon
20
Netflix
NFLX
$298B
$10.2M 0.75%
113,510
+4,730
+4% +$389K
HD icon
21
Home Depot
HD
$331B
$9.77M 0.72%
25,037
+2,027
+9% +$828K
JNJ icon
22
Johnson & Johnson
JNJ
$621B
$9.27M 0.68%
63,834
+3,437
+6% +$533K
WMT icon
23
Walmart Inc
WMT
$889B
$9.03M 0.66%
99,633
+2,304
+2% +$200K
ADP icon
24
Automatic Data Processing
ADP
$105B
$8.51M 0.63%
28,974
+1,979
+7% +$585K
XOM icon
25
ExxonMobil
XOM
$639B
$8.49M 0.62%
78,669
+3,245
+4% +$380K
1
2 3 4 5

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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 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.