Asset Manager
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Plato Investment Management Ltd
LEVEL 25, AUSTRALIA SQUARE TOWER 264 GEORGE STREET, SYDNEY, NSW, C3 2000 • 1300 010 311
Market Value
$1.7B
+17.9%
Holdings
563
+18
New Purchases
55
Added To
164
Closed
72
Reduced
156
Top 10 Concentration
33.3%
Turnover
22.6%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| MU | 1.94% | 0.71% | +1.23% | $34M |
| AMD | 1.44% | 0.59% | +0.84% | $25M |
| VRSN | 0.81% | 0.00% | +0.81% | $14M |
| EW | 0.72% | 0.05% | +0.67% | $13M |
| INTC | 0.94% | 0.27% | +0.66% | $16M |
| RTX | 0.59% | 0.11% | +0.48% | $10M |
| AMAT | 0.82% | 0.46% | +0.36% | $14M |
| LRCX | 0.97% | 0.70% | +0.28% | $17M |
| GOOGL | 2.92% | 2.67% | +0.25% | $51M |
| TXN | 0.45% | 0.21% | +0.24% | $8M |
| FTI | 0.25% | 0.00% | +0.24% | $4M |
| PEG | 0.22% | 0.00% | +0.22% | $4M |
| MRVL | 0.36% | 0.14% | +0.21% | $6M |
| UNH | 0.55% | 0.34% | +0.21% | $10M |
| TSEM | 0.20% | 0.00% | +0.20% | $3M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| COST | 0.00% | 0.84% | -0.84% | $0 |
| CSCO | 0.00% | 0.63% | -0.63% | $0 |
| MSFT | 3.73% | 4.28% | -0.54% | $65M |
| CRM | 0.00% | 0.47% | -0.47% | $0 |
| XONA.DE | 0.39% | 0.85% | -0.47% | $7M |
| CVX | 0.14% | 0.56% | -0.41% | $3M |
| WPM | 0.04% | 0.41% | -0.37% | $631K |
| META | 1.67% | 1.97% | -0.30% | $29M |
| BRK-B | 0.34% | 0.62% | -0.28% | $6M |
| PLTR | 0.35% | 0.56% | -0.21% | $6M |
| WMT | 0.63% | 0.82% | -0.20% | $11M |
| EOG | 0.11% | 0.29% | -0.18% | $2M |
| NFLX | 0.48% | 0.66% | -0.17% | $8M |
| CME | 0.16% | 0.33% | -0.17% | $3M |
| F | 0.04% | 0.19% | -0.15% | $775K |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Technology | 33.7% |
| Financial Services | 13.4% |
| Healthcare | 11.2% |
| Communication Services | 10.3% |
| Consumer Cyclical | 9.4% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 61 | $1.1B | 60.3% |
| Large Cap | 413 | $677M | 38.9% |
| Mid Cap | 76 | $15M | 0.9% |
| Small Cap | 13 | $391K | 0.0% |
Portfolio Analytics
Avg Market Cap
$138.5B
Median Market Cap
$37.5B
Avg P/E
35.0
Median P/E
23.0
Avg Dividend Yield
0.02%
Avg Beta
1.01
# Stocks
563
# ETFs / Funds
0
Top Holdings (563 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | 6.91% | 605,743 | $120M | $198.92 | $16M | +7,589 | +1.3% | |
| 2 | AAPL | 6.22% | 376,892 | $108M | $287.67 | $16M | +11,537 | +3.2% | |
| 3 | MSFT | 3.73% | 175,526 | $65M | $370.84 | $2M | +4,799 | +2.8% | |
| 4 | AMZN | 3.34% | 245,991 | $58M | $236.95 | $11M | +17,800 | +7.8% | |
| 5 | GOOGL | 2.92% | 143,346 | $51M | $355.29 | $11M | +6,240 | +4.5% | |
| 6 | AVGO | 2.49% | 115,497 | $43M | $375.55 | $8M | +5 | — | |
| 7 | GOOG | 2.48% | 122,845 | $43M | $351.27 | $8M | +40 | +0.0% | |
| 8 | MU | 1.94% | 29,519 | $34M | $1,147.56 | $23M | -1,679 | -5.4% | |
| 9 | META | 1.67% | 52,003 | $29M | $560.00 | $31K | +1,186 | +2.3% | |
| 10 | TSLA | 1.55% | 64,537 | $27M | $418.15 | $3M | +1,184 | +1.9% | |
| 11 | AMD | 1.44% | 43,401 | $25M | $577.52 | $16M | +236 | +0.6% | |
| 12 | LLY | 1.42% | 20,772 | $25M | $1,192.43 | $6M | -27 | -0.1% | |
| 13 | JPM | 1.17% | 62,447 | $20M | $325.42 | $2M | +1,036 | +1.7% | |
| 14 | JNJ | 1.05% | 72,416 | $18M | $252.49 | $1M | +2,743 | +3.9% | |
| 15 | LRCX | 0.97% | 39,281 | $17M | $430.80 | $7M | -8,814 | -18.3% | |
| 16 | INTC | 0.94% | 117,493 | $16M | $138.82 | $12M | +26,610 | +29.3% | |
| 17 | V | 0.89% | 45,340 | $15M | $341.09 | $2M | +1,957 | +4.5% | |
| 18 | ABBV | 0.88% | 61,586 | $15M | $250.17 | $3M | +5,154 | +9.1% | |
| 19 | CAT | 0.84% | 13,863 | $15M | $1,058.69 | $5M | -207 | -1.5% | |
| 20 | AMAT | 0.82% | 19,885 | $14M | $718.78 | $7M | +17 | +0.1% | |
| 21 | VRSN | 0.81% | 121,512 | $14M | $116.78 | $14M | +121,506 | +2025100.0% | |
| 22 | MA | 0.79% | 27,058 | $14M | $510.60 | $3M | +5,417 | +25.0% | |
| 23 | BAC | 0.75% | 230,368 | $13M | $56.65 | $4M | +52,858 | +29.8% | |
| 24 | EW | 0.72% | 22,627 | $13M | $555.66 | $12M | +12,607 | +125.8% | |
| 25 | GE | 0.70% | 32,722 | $12M | $371.55 | $3M | -61 | -0.2% | |
| 26 | KLAC | 0.70% | 40,481 | $12M | $299.95 | $4M | +35,122 | +655.4% | |
| 27 | GEV | 0.69% | 10,345 | $12M | $1,168.01 | $3M | -149 | -1.4% | |
| 28 | C | 0.69% | 85,879 | $12M | $139.14 | $4M | +17,652 | +25.9% | |
| 29 | KO | 0.65% | 140,677 | $11M | $80.80 | $740K | +1,027 | +0.7% | |
| 30 | WMT | 0.63% | 96,939 | $11M | $112.60 | -$1M | -1,059 | -1.1% | |
| 31 | RTX | 0.59% | 63,446 | $10M | $161.67 | $9M | +54,884 | +641.0% | |
| 32 | MS | 0.57% | 48,226 | $10M | $207.82 | $3M | +2,733 | +6.0% | |
| 33 | PG | 0.57% | 68,665 | $10M | $145.78 | $338K | +1,738 | +2.6% | |
| 34 | RY | 0.56% | 47,573 | $10M | $205.78 | $2M | -1,210 | -2.5% | |
| 35 | UNH | 0.55% | 23,178 | $10M | $413.21 | $5M | +4,863 | +26.6% | |
| 36 | PEP | 0.54% | 70,534 | $9M | $134.61 | -$447K | +6,553 | +10.2% | |
| 37 | MRK | 0.54% | 74,299 | $9M | $127.75 | $2M | +9,877 | +15.3% | |
| 38 | APH | 0.50% | 49,634 | $9M | $175.29 | $3M | +5,052 | +11.3% | |
| 39 | VZ | 0.49% | 201,623 | $8M | $42.09 | -$249K | +27,706 | +15.9% | |
| 40 | ADI | 0.49% | 21,489 | $8M | $394.85 | $1M | -538 | -2.4% | |
| 41 | NFLX | 0.48% | 119,014 | $8M | $70.98 | -$1M | +17,674 | +17.4% | |
| 42 | AMGN | 0.46% | 22,412 | $8M | $360.01 | $389K | +599 | +2.8% | |
| 43 | TXN | 0.45% | 26,712 | $8M | $296.33 | $5M | +10,694 | +66.8% | |
| 44 | HD | 0.45% | 22,240 | $8M | $350.62 | $567K | +266 | +1.2% | |
| 45 | AXP | 0.44% | 22,911 | $8M | $336.28 | $770K | — | — | |
| 46 | DIS | 0.44% | 79,394 | $8M | $95.69 | $562K | +6,443 | +8.8% | |
| 47 | TD | 0.43% | 62,530 | $8M | $120.83 | $3M | +14,598 | +30.5% | |
| 48 | MGA | 0.43% | 114,356 | $7M | $65.35 | $3M | +41,311 | +56.6% | |
| 49 | CM | 0.39% | 59,922 | $7M | $114.44 | $1M | — | — | |
| 50 | XONA.DE | 0.39% | 49,688 | $7M | $135.92 | -$6M | -24,617 | -33.1% | |
| 51 | CMCSA | 0.38% | 271,166 | $7M | $24.41 | $2M | +93,953 | +53.0% | |
| 52 | BKNG | 0.37% | 36,517 | $6M | $177.20 | $316K | +35,056 | +2399.4% | |
| 53 | GILD | 0.36% | 50,583 | $6M | $125.60 | -$798K | -698 | -1.4% | |
| 54 | TJX | 0.36% | 41,576 | $6M | $150.62 | $315K | +4,359 | +11.7% | |
| 55 | MRVL | 0.36% | 20,989 | $6M | $296.15 | $4M | -239 | -1.1% | |
| 56 | ECL | 0.36% | 22,363 | $6M | $276.98 | $2M | +4,825 | +27.5% | |
| 57 | WFC | 0.35% | 74,817 | $6M | $82.16 | $290K | +1,286 | +1.8% | |
| 58 | PLTR | 0.35% | 52,991 | $6M | $115.99 | -$2M | -3,834 | -6.8% | |
| 59 | BMY | 0.35% | 106,571 | $6M | $57.28 | $70K | +7,131 | +7.2% | |
| 60 | SCHW | 0.35% | 65,701 | $6M | $91.73 | $663K | +8,662 | +15.2% | |
| 61 | BRK-B | 0.34% | 11,984 | $6M | $497.47 | -$3M | -7,163 | -37.4% | |
| 62 | DELL | 0.34% | 13,784 | $6M | $428.94 | $4M | +972 | +7.6% | |
| 63 | AZN | 0.34% | 31,725 | $6M | $186.00 | -$251K | — | — | |
| 64 | TMUS | 0.34% | 35,200 | $6M | $166.75 | $2M | +16,152 | +84.8% | |
| 65 | STX | 0.32% | 5,807 | $6M | $959.37 | $3M | -578 | -9.1% | |
| 66 | T | 0.31% | 265,822 | $5M | $20.58 | -$145K | +72,235 | +37.3% | |
| 67 | IBM | 0.31% | 19,502 | $5M | $279.57 | $319K | -1,664 | -7.9% | |
| 68 | ETN | 0.31% | 12,773 | $5M | $423.63 | $230K | -1,705 | -11.8% | |
| 69 | PFE | 0.31% | 225,254 | $5M | $23.94 | $918K | +66,017 | +41.5% | |
| 70 | CVS | 0.31% | 51,917 | $5M | $102.85 | $2M | +3,354 | +6.9% | |
| 71 | ADP | 0.30% | 23,732 | $5M | $222.64 | $534K | +367 | +1.6% | |
| 72 | PANW | 0.30% | 15,417 | $5M | $339.03 | $3M | +2,751 | +21.7% | |
| 73 | HWM | 0.30% | 19,242 | $5M | $267.29 | $643K | -275 | -1.4% | |
| 74 | TRV | 0.29% | 10,260 | $5M | $496.32 | $4M | +5,421 | +112.0% | |
| 75 | MCD | 0.29% | 18,857 | $5M | $268.73 | -$787K | +29 | +0.1% | |
| 76 | WDC | 0.29% | 7,949 | $5M | $634.99 | $2M | -2,330 | -22.7% | |
| 77 | ORCL | 0.29% | 34,233 | $5M | $145.69 | $58K | +746 | +2.2% | |
| 78 | UBS | 0.28% | 99,572 | $5M | $49.36 | $751K | -9,154 | -8.4% | |
| 79 | VRT | 0.28% | 14,740 | $5M | $332.87 | $928K | -1,128 | -7.1% | |
| 80 | FIX | 0.27% | 2,412 | $5M | $1,970.39 | $2M | +85 | +3.6% | |
| 81 | BNY | 0.27% | 32,963 | $5M | $143.77 | $488K | -2,848 | -8.0% | |
| 82 | TMO | 0.27% | 9,440 | $5M | $498.43 | $62K | — | — | |
| 83 | BMO | 0.27% | 26,449 | $5M | $175.65 | $3M | +12,144 | +84.9% | |
| 84 | ACN | 0.27% | 37,389 | $5M | $123.71 | -$553K | +11,289 | +43.2% | |
| 85 | QCOM | 0.26% | 24,982 | $5M | $183.71 | $297K | -8,331 | -25.0% | |
| 86 | SHW | 0.26% | 13,298 | $5M | $342.31 | $914K | +1,956 | +17.2% | |
| 87 | PLD | 0.26% | 33,553 | $5M | $134.68 | $166K | +642 | +1.9% | |
| 88 | CNC | 0.25% | 68,804 | $4M | $63.82 | $4M | +44,089 | +178.4% | |
| 89 | ISRG | 0.25% | 10,914 | $4M | $395.36 | -$690K | +63 | +0.6% | |
| 90 | FTI | 0.25% | 65,289 | $4M | $65.91 | $4M | +64,520 | +8390.1% | |
| 91 | BKR | 0.24% | 77,033 | $4M | $55.18 | -$899K | -7,257 | -8.6% | |
| 92 | PGR | 0.24% | 19,472 | $4M | $217.18 | -$310K | -3,408 | -14.9% | |
| 93 | ADBE | 0.24% | 20,635 | $4M | $203.82 | -$530K | +1,164 | +6.0% | |
| 94 | ANET | 0.24% | 24,790 | $4M | $168.89 | $1M | +35 | +0.1% | |
| 95 | INTU | 0.24% | 15,981 | $4M | $259.48 | -$245K | +5,831 | +57.5% | |
| 96 | ES | 0.24% | 57,544 | $4M | $71.85 | $156K | +148 | +0.3% | |
| 97 | SLB | 0.23% | 87,769 | $4M | $46.22 | -$1M | -19,919 | -18.5% | |
| 98 | ABT | 0.23% | 44,606 | $4M | $90.21 | -$542K | +157 | +0.3% | |
| 99 | SPGI | 0.23% | 9,773 | $4M | $404.88 | -$197K | +12 | +0.1% | |
| 100 | AWK | 0.23% | 30,129 | $4M | $130.81 | -$161K | — | — |