Plato Investment Management Ltd Top Holdings and 13F Report (2024) About Plato Investment Management LtdInvestment ActivityPlato Investment Management Ltd has $1.23 billion in total holdings as of September 30, 2024.Plato Investment Management Ltd owns shares of 547 different stocks, but just 137 companies or ETFs make up 80% of its holdings.Approximately 12.78% of the portfolio was purchased this quarter.About 3.18% of the portfolio was sold this quarter.This quarter, Plato Investment Management Ltd has purchased 495 new stocks and bought additional shares in 152 stocks.Plato Investment Management Ltd sold shares of 89 stocks and completely divested from 37 stocks this quarter.Largest Holdings Apple $82,808,459NVIDIA $73,412,854Microsoft $69,981,741Amazon.com $40,004,156Meta Platforms $29,563,005 Largest New Holdings this Quarter Accenture $6,466,749 HoldingTrane Technologies $4,594,425 HoldingLam Research Corp $4,537,719 HoldingThomson Reuters $4,387,047 HoldingDeutsche Bank Aktiengesellschaft $4,323,829 Holding Largest Purchases this Quarter Broadcom 99,423 shares (about $17.13M)Accenture 18,313 shares (about $6.47M)Trane Technologies 11,831 shares (about $4.59M)Lam Research Corp 5,566 shares (about $4.54M)Thomson Reuters 25,718 shares (about $4.39M) Largest Sales this Quarter Eversource Energy 41,951 shares (about $2.85M)eBay 23,170 shares (about $1.51M)HP 37,577 shares (about $1.35M)AON 3,678 shares (about $1.27M)Reliance 3,216 shares (about $929.16K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPlato Investment Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$82,808,459$1,451,755 ▲1.8%355,7606.7%Computer and TechnologyNVDANVIDIA$73,412,854$1,030,835 ▲1.4%605,1306.0%Computer and TechnologyMSFTMicrosoft$69,981,741$1,788,672 ▲2.6%162,7995.7%Computer and TechnologyAMZNAmazon.com$40,004,156$1,024,340 ▲2.6%214,9123.2%Retail/WholesaleMETAMeta Platforms$29,563,005$593,593 ▲2.0%51,6962.4%Computer and TechnologyGOOGLAlphabet$22,005,809$304,856 ▲1.4%132,8191.8%Computer and TechnologyGOOGAlphabet$20,976,210$219,466 ▲1.1%125,5901.7%Computer and TechnologyAVGOBroadcom$19,077,003$17,133,166 ▲881.4%110,7031.5%Computer and TechnologyTSLATesla$16,285,720$1,092,772 ▲7.2%62,3101.3%Auto/Tires/TrucksLLYEli Lilly and Company$14,872,318$1,310,754 ▲9.7%16,8041.2%MedicalUNHUnitedHealth Group$13,589,442$624,976 ▲4.8%23,2661.1%MedicalABBVAbbVie$11,948,113$183,471 ▲1.6%60,5641.0%MedicalJPMJPMorgan Chase & Co.$11,898,201$68,460 ▲0.6%56,4841.0%FinanceVVisa$11,773,8420.0%42,8651.0%Business ServicesCOSTCostco Wholesale$11,603,468$13,284 ▼-0.1%13,1020.9%Retail/WholesaleKOCoca-Cola$11,248,815$128,284 ▲1.2%156,6960.9%Consumer StaplesPGProcter & Gamble$10,718,224$135,652 ▲1.3%61,9460.9%Consumer StaplesJNJJohnson & Johnson$9,778,064$34,646 ▲0.4%60,3970.8%MedicalMAMastercard$9,434,891$50,810 ▲0.5%19,1260.8%Business ServicesHDHome Depot$9,314,2460.0%23,0100.8%Retail/WholesalePEPPepsiCo$9,124,681$78,654 ▲0.9%53,7130.7%Consumer StaplesXOMExxon Mobil$8,832,282$160,195 ▲1.8%75,4240.7%Oils/EnergyAMATApplied Materials$8,380,048$130,594 ▲1.6%41,5170.7%Computer and TechnologyCRMSalesforce$8,165,830$187,029 ▲2.3%29,8640.7%Computer and TechnologyWMTWalmart$7,851,388$32,025 ▲0.4%97,3290.6%Retail/WholesaleNFLXNetflix$7,707,656$969,303 ▲14.4%10,8780.6%Consumer DiscretionaryADPAutomatic Data Processing$7,462,790$106,434 ▲1.4%26,9950.6%Business ServicesBRK.BBerkshire Hathaway$6,890,4980.0%14,9860.6%FinanceADBEAdobe$6,765,730$29,484 ▲0.4%13,0800.5%Computer and TechnologyBACBank of America$6,711,364$957,385 ▲16.6%169,3080.5%FinanceACNAccenture$6,466,749$6,466,749 ▲New Holding18,3130.5%Computer and TechnologyPGRProgressive$6,437,481$376,707 ▲6.2%25,3940.5%FinanceCVXChevron$6,430,089$64,439 ▲1.0%43,7060.5%Oils/EnergyAXPAmerican Express$6,349,702$282,034 ▲4.6%23,4370.5%FinanceQCOMQUALCOMM$6,285,163$416,032 ▲7.1%36,9980.5%Computer and TechnologyORCLOracle$6,230,349$464,042 ▲8.0%36,6000.5%Computer and TechnologyBKNGBooking$6,126,660$395,540 ▼-6.1%1,4560.5%Retail/WholesaleBMYBristol-Myers Squibb$6,068,200$695,046 ▲12.9%117,4010.5%MedicalINTUIntuit$6,052,985$389,595 ▲6.9%9,7570.5%Computer and TechnologyAMGNAmgen$6,021,824$236,585 ▲4.1%18,7080.5%MedicalMRKMerck & Co., Inc.$5,743,062$51,845 ▲0.9%50,6240.5%MedicalCATCaterpillar$5,702,2470.0%14,5940.5%Industrial ProductsGEGeneral Electric$5,648,867$35,040 ▲0.6%29,9850.5%TransportationBLKBlackRock$5,607,840$55,965 ▲1.0%5,9120.5%FinanceMCDMcDonald's$5,326,895$10,951 ▼-0.2%17,5110.4%Retail/WholesaleAWKAmerican Water Works$5,228,3570.0%35,7880.4%UtilitiesSHWSherwin-Williams$5,148,491$218,476 ▼-4.1%13,5030.4%Basic MaterialsVZVerizon Communications$5,118,299$164,788 ▲3.3%114,0830.4%Computer and TechnologyCIThe Cigna Group$5,096,875$220,460 ▲4.5%14,7270.4%MedicalABTAbbott Laboratories$5,069,4660.0%44,5100.4%MedicalKLACKLA$4,999,189$101,345 ▲2.1%6,4620.4%Computer and TechnologyCMCSAComcast$4,935,5300.0%118,2790.4%Consumer DiscretionaryAMDAdvanced Micro Devices$4,792,3680.0%29,2370.4%Computer and TechnologyBKBank of New York Mellon$4,767,624$714,070 ▲17.6%66,4130.4%FinanceTMOThermo Fisher Scientific$4,663,638$323,186 ▲7.4%7,5470.4%MedicalDISWalt Disney$4,640,4250.0%48,2910.4%Consumer DiscretionaryETNEaton$4,638,790$816,507 ▲21.4%14,0100.4%Industrial ProductsTTTrane Technologies$4,594,425$4,594,425 ▲New Holding11,8310.4%ConstructionPFEPfizer$4,580,773$472,027 ▲11.5%158,4450.4%MedicalBKRBaker Hughes$4,573,634$359,799 ▼-7.3%126,6460.4%Oils/EnergyLam Research Corp$4,537,719$4,537,719 ▲New Holding5,5660.4%COMCSCOCisco Systems$4,490,9050.0%84,4690.4%Computer and TechnologyTJXTJX Companies$4,463,776$47,556 ▲1.1%38,0150.4%Retail/WholesaleSYKStryker$4,389,9340.0%12,1640.4%MedicalTRIThomson Reuters$4,387,047$4,387,047 ▲New Holding25,7180.4%Business ServicesDBDeutsche Bank Aktiengesellschaft$4,323,829$4,323,829 ▲New Holding249,5570.4%FinanceMMCMarsh & McLennan Companies$4,275,441$619,787 ▲17.0%19,1840.3%FinanceGILDGilead Sciences$4,256,534$206,708 ▲5.1%50,8210.3%MedicalITWIllinois Tool Works$4,220,0450.0%16,1190.3%Industrial ProductsWFCWells Fargo & Company$4,207,928$119,582 ▲2.9%74,5650.3%FinanceMSIMotorola Solutions$4,147,246$305,440 ▲8.0%9,2330.3%Computer and TechnologyECLEcolab$4,143,652$827,200 ▼-16.6%16,2450.3%Basic MaterialsNOWServiceNow$4,054,647$271,620 ▲7.2%4,5380.3%Computer and TechnologyDVNDevon Energy$3,993,249$1,227,324 ▲44.4%102,1800.3%Oils/EnergyMSMorgan Stanley$3,903,078$957,624 ▲32.5%37,4810.3%FinanceCCitigroup$3,891,2300.0%62,2230.3%FinanceTAT&T$3,874,204$782,388 ▲25.3%176,2780.3%Computer and TechnologyFIFiserv$3,856,784$139,806 ▲3.8%21,4900.3%Business ServicesPLDPrologis$3,826,5870.0%30,3330.3%FinanceEIXEdison International$3,797,035$99,791 ▼-2.6%43,6430.3%UtilitiesESEversource Energy$3,760,728$2,851,885 ▼-43.1%55,3200.3%UtilitiesISRGIntuitive Surgical$3,710,255$1,472 ▼0.0%7,5600.3%MedicalMDLZMondelez International$3,673,6760.0%49,9170.3%Consumer StaplesINVHInvitation Homes$3,614,6250.0%102,6170.3%FinanceDHRDanaher$3,500,9070.0%12,6050.3%Multi-Sector ConglomeratesMDTMedtronic$3,424,074$3,424,074 ▲New Holding38,0710.3%MedicalSLBSchlumberger$3,406,927$836,561 ▲32.5%81,2960.3%Oils/EnergyCMECME Group$3,392,378$83,542 ▲2.5%15,3900.3%FinanceTGTTarget$3,346,831$25,847 ▲0.8%21,4950.3%Retail/WholesaleELVElevance Health$3,319,448$203,634 ▲6.5%6,3900.3%MedicalAMPAmeriprise Financial$3,281,598$94,806 ▲3.0%6,9920.3%FinanceCMCanadian Imperial Bank of Commerce$3,247,758$3,247,758 ▲New Holding52,9430.3%FinanceADIAnalog Devices$3,221,8890.0%14,0120.3%Computer and TechnologyUBSUBS Group$3,187,505$3,187,505 ▲New Holding103,2700.3%FinancePPGPPG Industries$3,170,0110.0%23,9560.3%Basic MaterialsCBRECBRE Group$3,152,136$886,896 ▲39.2%25,3480.3%FinancePRUPrudential Financial$3,136,108$680,984 ▲27.7%25,9230.3%FinanceSPGIS&P Global$3,116,721$326,691 ▲11.7%6,0390.3%Business ServicesRYRoyal Bank of Canada$3,106,357$3,106,357 ▲New Holding24,8870.3%FinanceVRTXVertex Pharmaceuticals$3,087,3390.0%6,6450.3%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
