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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
-2.39%
1 Year Est. Return
+28.65%
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
AAPL icon
1
Apple
AAPL
$4.54T
$76.8M 6.47%
341,838
-39,539
-10% -$9.16M
NVDA icon
2
NVIDIA
NVDA
$4.86T
$62.4M 5.26%
569,760
-74,423
-12% -$9.43M
MSFT icon
3
Microsoft
MSFT
$3.45T
$59.7M 5.03%
157,386
-15,598
-9% -$6.36M
AMZN icon
4
Amazon
AMZN
$2.92T
$40.4M 3.4%
209,961
-22,077
-10% -$4.79M
META icon
5
Meta Platforms (Facebook)
META
$1.42T
$28.8M 2.43%
49,492
-5,403
-10% -$3.49M
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.36T
$20.1M 1.69%
128,307
-12,781
-9% -$2.32M
GOOG icon
7
Alphabet (Google) Class C
GOOG
$4.36T
$18.7M 1.58%
118,630
-9,006
-7% -$1.65M
TSLA icon
8
Tesla
TSLA
$1.23T
$15.9M 1.34%
60,586
-2,601
-4% -$867K
V icon
9
Visa
V
$684B
$14.9M 1.25%
41,954
-1,969
-4% -$666K
JPM icon
10
JPMorgan Chase
JPM
$935B
$14.2M 1.19%
57,163
-1,444
-2% -$368K
LLY icon
11
Eli Lilly
LLY
$1.02T
$13.7M 1.16%
16,455
-860
-5% -$716K
AVGO icon
12
Broadcom
AVGO
$1.85T
$13.7M 1.15%
80,836
-27,599
-25% -$5.84M
COST icon
13
Costco
COST
$422B
$11.6M 0.98%
12,161
-855
-7% -$834K
UNH icon
14
UnitedHealth
UNH
$376B
$11.4M 0.96%
21,548
-1,264
-6% -$646K
KO icon
15
Coca-Cola
KO
$377B
$11.1M 0.94%
153,875
-8,994
-6% -$601K
ABBV icon
16
AbbVie
ABBV
$443B
$11M 0.92%
51,744
-13,721
-21% -$2.67M
PG icon
17
Procter & Gamble
PG
$336B
$10.7M 0.9%
62,328
-913
-1% -$153K
MA icon
18
Mastercard
MA
$502B
$10.5M 0.89%
18,986
-1,382
-7% -$752K
NFLX icon
19
Netflix
NFLX
$299B
$10.4M 0.87%
110,040
-3,470
-3% -$330K
JNJ icon
20
Johnson & Johnson
JNJ
$618B
$10.2M 0.86%
60,688
-3,146
-5% -$492K
XOM icon
21
ExxonMobil
XOM
$644B
$8.94M 0.75%
74,367
-4,302
-5% -$476K
WMT icon
22
Walmart Inc
WMT
$885B
$8.62M 0.73%
97,178
-2,455
-2% -$230K
BRK.B icon
23
Berkshire Hathaway Class B
BRK.B
$1.1T
$7.95M 0.67%
14,765
-1,273
-8% -$619K
HD icon
24
Home Depot
HD
$331B
$7.93M 0.67%
21,396
-3,641
-15% -$1.42M
ADP icon
25
Automatic Data Processing
ADP
$106B
$7.66M 0.65%
24,817
-4,157
-14% -$1.25M
1
2 3 4 5

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NAM
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RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
FAT
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OA
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AIA
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MCM
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CPA
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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.