PT
Plimoth Trust Portfolio holdings
AUM
$449M
1-Year Est. Return
22.23%
This Fund
S&P 500
1 Year Est. Return
+22.23%
AUM
$449M
AUM Growth
+$7.22M
(+1.6%)
Holding
173
Top Buys
| 1 | +$3.68M | |
| 2 | +$1.34M | |
| 3 | +$1.31M | |
| 4 |
T-Mobile US
TMUS
|
+$814K |
| 5 |
Meta Platforms (Facebook)
META
|
+$725K |
Top Sells
| 1 | +$2.31M | |
| 2 | +$2.26M | |
| 3 | +$1.4M | |
| 4 |
UnitedHealth
UNH
|
+$1.35M |
| 5 |
Applied Materials
AMAT
|
+$1.22M |
Sector Composition
| 1 | Technology | 27.66% |
| 2 | Financials | 11.84% |
| 3 | Healthcare | 10.77% |
| 4 | Communication Services | 8.96% |
| 5 | Industrials | 8.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Procter & Gamble
PG
$367B
| $4.67M | 1.04% |
32,568
+1
|
|
||
27
Bank of America
BAC
$360B
| $4.59M | 1.02% |
83,422
-3,640
|
|
||
28
Chevron
CVX
$367B
| $4.51M | 1% |
29,561
-1,548
|
|
||
29
Alphabet (Google) Class C
GOOG
$3.67T
| $4.41M | 0.98% |
14,067
-455
|
|
||
30
AbbVie
ABBV
$413B
| $4.41M | 0.98% |
19,307
-210
|
|
||
31
NextEra Energy
NEE
$193B
| $4.4M | 0.98% |
54,750
-2,255
|
|
||
32
American Express
AXP
$214B
| $4.33M | 0.96% |
11,703
-39
|
|
||
33
TJX Companies
TJX
$178B
| $4.32M | 0.96% |
28,133
-821
|
|
||
34
GE Aerospace
GE
$354B
| $4.24M | 0.95% |
13,776
-5
|
|
||
35
AT&T
T
$199B
| $4.02M | 0.9% |
161,769
+287
|
|
||
36
Duke Energy
DUK
$102B
| $4.01M | 0.89% |
34,217
+1,094
|
|
||
37
Lowe's Companies
LOW
$145B
| $3.93M | 0.88% |
16,297
-97
|
|
||
38
Amgen
AMGN
$201B
| $3.91M | 0.87% |
11,934
+244
|
|
||
39
IBM
IBM
$233B
| $3.77M | 0.84% |
12,715
-190
|
|
||
40
Eaton
ETN
$138B
| $3.64M | 0.81% |
11,436
-279
|
|
||
41
Palo Alto Networks
PANW
$128B
| $3.57M | 0.8% |
19,403
+2,837
|
|
||
42
Coca-Cola
KO
$336B
| $3.54M | 0.79% |
50,648
-215
|
|
||
43
Berkshire Hathaway Class B
BRK.B
$1.05T
| $3.53M | 0.79% |
7,025
+270
|
|
||
44
Goldman Sachs
GS
$262B
| $3.53M | 0.79% |
4,014
-250
|
|
||
45
Dell
DELL
$97.8B
| $3.29M | 0.73% |
+26,144
|
|
||
46
Union Pacific
UNP
$156B
| $3.28M | 0.73% |
14,184
+509
|
|
||
47
Stryker
SYK
$146B
| $3.24M | 0.72% |
9,227
+671
|
|
||
48
Abbott
ABT
$197B
| $3.23M | 0.72% |
25,806
-286
|
|
||
49
Linde
LIN
$232B
| $3.09M | 0.69% |
7,245
+588
|
|
||
50
Emerson Electric
EMR
$82.3B
| $3.07M | 0.68% |
23,162
-177
|
|