PT
Plimoth Trust Portfolio holdings
AUM
$447M
1-Year Est. Return
24.12%
This Fund
S&P 500
1 Year Est. Return
+24.12%
AUM
$447M
AUM Growth
-$1.43M
(-0.32%)
Holding
179
Top Buys
| 1 | +$1.58M | |
| 2 | +$1.26M | |
| 3 | +$857K | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$742K |
| 5 |
NVIDIA
NVDA
|
+$714K |
Top Sells
| 1 | +$1.01M | |
| 2 | +$686K | |
| 3 | +$524K | |
| 4 |
Deere & Co
DE
|
+$436K |
| 5 |
Walt Disney
DIS
|
+$412K |
Sector Composition
| 1 | Technology | 25.75% |
| 2 | Financials | 11.29% |
| 3 | Healthcare | 10.72% |
| 4 | Industrials | 9.15% |
| 5 | Communication Services | 8.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
NextEra Energy
NEE
$179B
| $4.76M | 1.06% |
51,220
-3,530
|
|
||
27
State Street Technology Select Sector SPDR ETF
XLK
$129B
| $4.72M | 1.06% |
35,540
-2,433
|
|
||
28
Procter & Gamble
PG
$328B
| $4.7M | 1.05% |
32,574
+6
|
|
||
29
AT&T
T
$171B
| $4.6M | 1.03% |
158,640
-3,129
|
|
||
30
Duke Energy
DUK
$94.4B
| $4.53M | 1.01% |
34,567
+350
|
|
||
31
TJX Companies
TJX
$170B
| $4.37M | 0.98% |
27,334
-799
|
|
||
32
Qualcomm
QCOM
$254B
| $4.31M | 0.96% |
33,488
-6,890
|
|
||
33
Bank of America
BAC
$372B
| $4.27M | 0.95% |
87,489
+4,067
|
|
||
34
Eaton
ETN
$162B
| $4.25M | 0.95% |
11,875
+439
|
|
||
35
Amgen
AMGN
$177B
| $4.11M | 0.92% |
11,680
-254
|
|
||
36
AbbVie
ABBV
$381B
| $4.1M | 0.92% |
18,845
-462
|
|
||
37
Alphabet (Google) Class C
GOOG
$4.34T
| $3.94M | 0.88% |
13,722
-345
|
|
||
38
GE Aerospace
GE
$331B
| $3.9M | 0.87% |
13,756
-20
|
|
||
39
Lowe's Companies
LOW
$116B
| $3.81M | 0.85% |
16,144
-153
|
|
||
40
Coca-Cola
KO
$337B
| $3.8M | 0.85% |
50,000
-648
|
|
||
|
41
iShares Core MSCI EAFE ETF
IEFA
$187B
| $3.78M | 0.84% |
41,743
+7,946
|
|
||
42
American Express
AXP
$212B
| $3.76M | 0.84% |
12,442
+739
|
|
||
43
Linde
LIN
$229B
| $3.69M | 0.82% |
7,441
+196
|
|
||
44
Palo Alto Networks
PANW
$241B
| $3.62M | 0.81% |
22,599
+3,196
|
|
||
45
Union Pacific
UNP
$157B
| $3.46M | 0.77% |
14,242
+58
|
|
||
46
Stryker
SYK
$112B
| $3.41M | 0.76% |
10,376
+1,149
|
|
||
47
Goldman Sachs
GS
$314B
| $3.35M | 0.75% |
3,960
-54
|
|
||
48
Berkshire Hathaway Class B
BRK.B
$1.02T
| $3.27M | 0.73% |
6,834
-191
|
|
||
49
T-Mobile US
TMUS
$204B
| $3.11M | 0.7% |
14,805
+973
|
|
||
50
Emerson Electric
EMR
$79.6B
| $3.1M | 0.69% |
23,632
+470
|
|