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
$279M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$9.61M
2
+$8.84M
3
+$6.97M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$6.81M
5
JPM icon
JPMorgan Chase
JPM
+$6.58M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.1%
2 Healthcare 12.48%
3 Financials 10.61%
4 Industrials 8.93%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.12M 1.12%
+32,268
27
$2.73M 0.98%
+38,122
28
$2.73M 0.98%
+44,544
29
$2.71M 0.97%
+93,172
30
$2.66M 0.95%
+22,308
31
$2.57M 0.92%
+47,941
32
$2.52M 0.9%
+76,683
33
$2.47M 0.88%
+42,091
34
$2.45M 0.88%
+62,864
35
$2.44M 0.87%
+12,862
36
$2.34M 0.84%
+53,190
37
$2.29M 0.82%
+35,742
38
$2.17M 0.78%
+59,255
39
$2.12M 0.76%
+6,663
40
$2.1M 0.75%
+45,820
41
$2.09M 0.75%
+19,467
42
$2.07M 0.74%
+38,312
43
$2.03M 0.73%
+19,232
44
$1.99M 0.71%
+23,631
45
$1.99M 0.71%
+27,412
46
$1.97M 0.7%
+30,140
47
$1.93M 0.69%
+16,125
48
$1.92M 0.69%
+20,641
49
$1.9M 0.68%
+19,769
50
$1.87M 0.67%
+26,878
1
2
3 4 5