Plato Investment Management Ltd Top Holdings and 13F Report (2024)

About Plato Investment Management Ltd

Investment Activity

Plato 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: $82,808,459
NVIDIA: $73,412,854
Microsoft: $69,981,741
Amazon.com: $40,004,156
Meta Platforms: $29,563,005

Largest New Holdings this Quarter

Accenture: $6,466,749 Holding
Trane Technologies: $4,594,425 Holding
Lam Research Corp: $4,537,719 Holding
Thomson Reuters: $4,387,047 Holding
Deutsche 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$82,808,459	$1,451,755 ▲	1.8%	355,760	6.7%	Computer and Technology
NVDA NVIDIA	$73,412,854	$1,030,835 ▲	1.4%	605,130	6.0%	Computer and Technology
MSFT Microsoft	$69,981,741	$1,788,672 ▲	2.6%	162,799	5.7%	Computer and Technology
AMZN Amazon.com	$40,004,156	$1,024,340 ▲	2.6%	214,912	3.2%	Retail/Wholesale
META Meta Platforms	$29,563,005	$593,593 ▲	2.0%	51,696	2.4%	Computer and Technology
GOOGL Alphabet	$22,005,809	$304,856 ▲	1.4%	132,819	1.8%	Computer and Technology
GOOG Alphabet	$20,976,210	$219,466 ▲	1.1%	125,590	1.7%	Computer and Technology
AVGO Broadcom	$19,077,003	$17,133,166 ▲	881.4%	110,703	1.5%	Computer and Technology
TSLA Tesla	$16,285,720	$1,092,772 ▲	7.2%	62,310	1.3%	Auto/Tires/Trucks
LLY Eli Lilly and Company	$14,872,318	$1,310,754 ▲	9.7%	16,804	1.2%	Medical
UNH UnitedHealth Group	$13,589,442	$624,976 ▲	4.8%	23,266	1.1%	Medical
ABBV AbbVie	$11,948,113	$183,471 ▲	1.6%	60,564	1.0%	Medical
JPM JPMorgan Chase & Co.	$11,898,201	$68,460 ▲	0.6%	56,484	1.0%	Finance
V Visa	$11,773,842		0.0%	42,865	1.0%	Business Services
COST Costco Wholesale	$11,603,468	$13,284 ▼	-0.1%	13,102	0.9%	Retail/Wholesale
KO Coca-Cola	$11,248,815	$128,284 ▲	1.2%	156,696	0.9%	Consumer Staples
PG Procter & Gamble	$10,718,224	$135,652 ▲	1.3%	61,946	0.9%	Consumer Staples
JNJ Johnson & Johnson	$9,778,064	$34,646 ▲	0.4%	60,397	0.8%	Medical
MA Mastercard	$9,434,891	$50,810 ▲	0.5%	19,126	0.8%	Business Services
HD Home Depot	$9,314,246		0.0%	23,010	0.8%	Retail/Wholesale
PEP PepsiCo	$9,124,681	$78,654 ▲	0.9%	53,713	0.7%	Consumer Staples
XOM Exxon Mobil	$8,832,282	$160,195 ▲	1.8%	75,424	0.7%	Oils/Energy
AMAT Applied Materials	$8,380,048	$130,594 ▲	1.6%	41,517	0.7%	Computer and Technology
CRM Salesforce	$8,165,830	$187,029 ▲	2.3%	29,864	0.7%	Computer and Technology
WMT Walmart	$7,851,388	$32,025 ▲	0.4%	97,329	0.6%	Retail/Wholesale
NFLX Netflix	$7,707,656	$969,303 ▲	14.4%	10,878	0.6%	Consumer Discretionary
ADP Automatic Data Processing	$7,462,790	$106,434 ▲	1.4%	26,995	0.6%	Business Services
BRK.B Berkshire Hathaway	$6,890,498		0.0%	14,986	0.6%	Finance
ADBE Adobe	$6,765,730	$29,484 ▲	0.4%	13,080	0.5%	Computer and Technology
BAC Bank of America	$6,711,364	$957,385 ▲	16.6%	169,308	0.5%	Finance
ACN Accenture	$6,466,749	$6,466,749 ▲	New Holding	18,313	0.5%	Computer and Technology
PGR Progressive	$6,437,481	$376,707 ▲	6.2%	25,394	0.5%	Finance
CVX Chevron	$6,430,089	$64,439 ▲	1.0%	43,706	0.5%	Oils/Energy
AXP American Express	$6,349,702	$282,034 ▲	4.6%	23,437	0.5%	Finance
QCOM QUALCOMM	$6,285,163	$416,032 ▲	7.1%	36,998	0.5%	Computer and Technology
ORCL Oracle	$6,230,349	$464,042 ▲	8.0%	36,600	0.5%	Computer and Technology
BKNG Booking	$6,126,660	$395,540 ▼	-6.1%	1,456	0.5%	Retail/Wholesale
BMY Bristol-Myers Squibb	$6,068,200	$695,046 ▲	12.9%	117,401	0.5%	Medical
INTU Intuit	$6,052,985	$389,595 ▲	6.9%	9,757	0.5%	Computer and Technology
AMGN Amgen	$6,021,824	$236,585 ▲	4.1%	18,708	0.5%	Medical
MRK Merck & Co., Inc.	$5,743,062	$51,845 ▲	0.9%	50,624	0.5%	Medical
CAT Caterpillar	$5,702,247		0.0%	14,594	0.5%	Industrial Products
GE General Electric	$5,648,867	$35,040 ▲	0.6%	29,985	0.5%	Transportation
BLK BlackRock	$5,607,840	$55,965 ▲	1.0%	5,912	0.5%	Finance
MCD McDonald's	$5,326,895	$10,951 ▼	-0.2%	17,511	0.4%	Retail/Wholesale
AWK American Water Works	$5,228,357		0.0%	35,788	0.4%	Utilities
SHW Sherwin-Williams	$5,148,491	$218,476 ▼	-4.1%	13,503	0.4%	Basic Materials
VZ Verizon Communications	$5,118,299	$164,788 ▲	3.3%	114,083	0.4%	Computer and Technology
CI The Cigna Group	$5,096,875	$220,460 ▲	4.5%	14,727	0.4%	Medical
ABT Abbott Laboratories	$5,069,466		0.0%	44,510	0.4%	Medical
KLAC KLA	$4,999,189	$101,345 ▲	2.1%	6,462	0.4%	Computer and Technology
CMCSA Comcast	$4,935,530		0.0%	118,279	0.4%	Consumer Discretionary
AMD Advanced Micro Devices	$4,792,368		0.0%	29,237	0.4%	Computer and Technology
BK Bank of New York Mellon	$4,767,624	$714,070 ▲	17.6%	66,413	0.4%	Finance
TMO Thermo Fisher Scientific	$4,663,638	$323,186 ▲	7.4%	7,547	0.4%	Medical
DIS Walt Disney	$4,640,425		0.0%	48,291	0.4%	Consumer Discretionary
ETN Eaton	$4,638,790	$816,507 ▲	21.4%	14,010	0.4%	Industrial Products
TT Trane Technologies	$4,594,425	$4,594,425 ▲	New Holding	11,831	0.4%	Construction
PFE Pfizer	$4,580,773	$472,027 ▲	11.5%	158,445	0.4%	Medical
BKR Baker Hughes	$4,573,634	$359,799 ▼	-7.3%	126,646	0.4%	Oils/Energy
Lam Research Corp	$4,537,719	$4,537,719 ▲	New Holding	5,566	0.4%	COM
CSCO Cisco Systems	$4,490,905		0.0%	84,469	0.4%	Computer and Technology
TJX TJX Companies	$4,463,776	$47,556 ▲	1.1%	38,015	0.4%	Retail/Wholesale
SYK Stryker	$4,389,934		0.0%	12,164	0.4%	Medical
TRI Thomson Reuters	$4,387,047	$4,387,047 ▲	New Holding	25,718	0.4%	Business Services
DB Deutsche Bank Aktiengesellschaft	$4,323,829	$4,323,829 ▲	New Holding	249,557	0.4%	Finance
MMC Marsh & McLennan Companies	$4,275,441	$619,787 ▲	17.0%	19,184	0.3%	Finance
GILD Gilead Sciences	$4,256,534	$206,708 ▲	5.1%	50,821	0.3%	Medical
ITW Illinois Tool Works	$4,220,045		0.0%	16,119	0.3%	Industrial Products
WFC Wells Fargo & Company	$4,207,928	$119,582 ▲	2.9%	74,565	0.3%	Finance
MSI Motorola Solutions	$4,147,246	$305,440 ▲	8.0%	9,233	0.3%	Computer and Technology
ECL Ecolab	$4,143,652	$827,200 ▼	-16.6%	16,245	0.3%	Basic Materials
NOW ServiceNow	$4,054,647	$271,620 ▲	7.2%	4,538	0.3%	Computer and Technology
DVN Devon Energy	$3,993,249	$1,227,324 ▲	44.4%	102,180	0.3%	Oils/Energy
MS Morgan Stanley	$3,903,078	$957,624 ▲	32.5%	37,481	0.3%	Finance
C Citigroup	$3,891,230		0.0%	62,223	0.3%	Finance
T AT&T	$3,874,204	$782,388 ▲	25.3%	176,278	0.3%	Computer and Technology
FI Fiserv	$3,856,784	$139,806 ▲	3.8%	21,490	0.3%	Business Services
PLD Prologis	$3,826,587		0.0%	30,333	0.3%	Finance
EIX Edison International	$3,797,035	$99,791 ▼	-2.6%	43,643	0.3%	Utilities
ES Eversource Energy	$3,760,728	$2,851,885 ▼	-43.1%	55,320	0.3%	Utilities
ISRG Intuitive Surgical	$3,710,255	$1,472 ▼	0.0%	7,560	0.3%	Medical
MDLZ Mondelez International	$3,673,676		0.0%	49,917	0.3%	Consumer Staples
INVH Invitation Homes	$3,614,625		0.0%	102,617	0.3%	Finance
DHR Danaher	$3,500,907		0.0%	12,605	0.3%	Multi-Sector Conglomerates
MDT Medtronic	$3,424,074	$3,424,074 ▲	New Holding	38,071	0.3%	Medical
SLB Schlumberger	$3,406,927	$836,561 ▲	32.5%	81,296	0.3%	Oils/Energy
CME CME Group	$3,392,378	$83,542 ▲	2.5%	15,390	0.3%	Finance
TGT Target	$3,346,831	$25,847 ▲	0.8%	21,495	0.3%	Retail/Wholesale
ELV Elevance Health	$3,319,448	$203,634 ▲	6.5%	6,390	0.3%	Medical
AMP Ameriprise Financial	$3,281,598	$94,806 ▲	3.0%	6,992	0.3%	Finance
CM Canadian Imperial Bank of Commerce	$3,247,758	$3,247,758 ▲	New Holding	52,943	0.3%	Finance
ADI Analog Devices	$3,221,889		0.0%	14,012	0.3%	Computer and Technology
UBS UBS Group	$3,187,505	$3,187,505 ▲	New Holding	103,270	0.3%	Finance
PPG PPG Industries	$3,170,011		0.0%	23,956	0.3%	Basic Materials
CBRE CBRE Group	$3,152,136	$886,896 ▲	39.2%	25,348	0.3%	Finance
PRU Prudential Financial	$3,136,108	$680,984 ▲	27.7%	25,923	0.3%	Finance
SPGI S&P Global	$3,116,721	$326,691 ▲	11.7%	6,039	0.3%	Business Services
RY Royal Bank of Canada	$3,106,357	$3,106,357 ▲	New Holding	24,887	0.3%	Finance
VRTX Vertex Pharmaceuticals	$3,087,339		0.0%	6,645	0.3%	Medical

Showing largest 100 holdings. View all holdings.

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Plato Investment Management Ltd Top Holdings and 13F Report (2024)

About Plato Investment Management Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Plato Investment Management Ltd Top Holdings and 13F Report (2024)

About Plato Investment Management Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPlato Investment Management Ltd

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools