PT

Plimoth Trust Portfolio holdings

AUM $442M
1-Year Est. Return 17.01%
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$894K
3
+$846K
4
WM icon
Waste Management
WM
+$759K
5
CRM icon
Salesforce
CRM
+$496K

Top Sells

1
+$948K
2
+$718K
3
+$711K
4
JNJ icon
Johnson & Johnson
JNJ
+$690K
5
JPM icon
JPMorgan Chase
JPM
+$676K

Sector Composition

1 Technology 27.83%
2 Financials 11.66%
3 Healthcare 10.03%
4 Industrials 8.44%
5 Communication Services 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
26
Chevron
CVX
$308B
$4.83M 1.09%
31,109
-2,002
T icon
27
AT&T
T
$188B
$4.56M 1.03%
161,482
-1,266
ABBV icon
28
AbbVie
ABBV
$406B
$4.52M 1.02%
19,517
-548
CB icon
29
Chubb
CB
$107B
$4.51M 1.02%
15,982
+508
BAC icon
30
Bank of America
BAC
$376B
$4.49M 1.02%
87,062
-4,232
ETN icon
31
Eaton
ETN
$145B
$4.38M 0.99%
11,715
-261
NEE icon
32
NextEra Energy
NEE
$174B
$4.3M 0.97%
57,005
-215
TJX icon
33
TJX Companies
TJX
$160B
$4.19M 0.95%
28,954
-1
GE icon
34
GE Aerospace
GE
$318B
$4.15M 0.94%
13,781
-20
LOW icon
35
Lowe's Companies
LOW
$137B
$4.12M 0.93%
16,394
-347
DUK icon
36
Duke Energy
DUK
$99.9B
$4.1M 0.93%
33,123
-682
AXP icon
37
American Express
AXP
$239B
$3.9M 0.88%
11,742
+347
IBM icon
38
IBM
IBM
$262B
$3.64M 0.82%
12,905
+750
GOOG icon
39
Alphabet (Google) Class C
GOOG
$3.07T
$3.54M 0.8%
14,522
-95
ADBE icon
40
Adobe
ADBE
$140B
$3.52M 0.8%
9,978
+1,265
ABT icon
41
Abbott
ABT
$224B
$3.49M 0.79%
26,092
-487
BRK.B icon
42
Berkshire Hathaway Class B
BRK.B
$1.06T
$3.4M 0.77%
6,755
+474
GS icon
43
Goldman Sachs
GS
$232B
$3.4M 0.77%
4,264
-253
KO icon
44
Coca-Cola
KO
$295B
$3.37M 0.76%
50,863
-465
PANW icon
45
Palo Alto Networks
PANW
$141B
$3.37M 0.76%
16,566
+4,390
AMGN icon
46
Amgen
AMGN
$161B
$3.3M 0.75%
11,690
+290
UNP icon
47
Union Pacific
UNP
$134B
$3.23M 0.73%
13,675
+688
SYK icon
48
Stryker
SYK
$143B
$3.16M 0.72%
8,556
+173
LIN icon
49
Linde
LIN
$211B
$3.16M 0.72%
6,657
-157
EMR icon
50
Emerson Electric
EMR
$72.8B
$3.06M 0.69%
23,339
-236
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