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
$304M
AUM Growth
+$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1M
3
+$889K
4
DOW icon
Dow Inc
DOW
+$843K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$632K

Top Sells

1
+$1.25M
2
+$1.01M
3
+$609K
4
DD icon
DuPont de Nemours
DD
+$591K
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$550K

Sector Composition

1 Technology 14.89%
2 Healthcare 11.38%
3 Financials 10.39%
4 Industrials 7.57%
5 Communication Services 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.07M 1.01%
21,982
-951
27
$3.03M 1%
59,152
-892
28
$2.94M 0.97%
40,487
-2,769
29
$2.92M 0.96%
21,898
-639
30
$2.86M 0.94%
42,361
-2,415
31
$2.54M 0.84%
28,773
-271
32
$2.51M 0.83%
29,020
-518
33
$2.46M 0.81%
29,394
-2,405
34
$2.46M 0.81%
32,307
-1,845
35
$2.29M 0.75%
84,354
+3,950
36
$2.27M 0.75%
41,960
-2,460
37
$2.25M 0.74%
44,140
-554
38
$2.24M 0.74%
38,345
-1,707
39
$2.21M 0.73%
49,262
-1,015
40
$2.18M 0.72%
17,885
-832
41
$2.17M 0.72%
60,092
+402
42
$2.15M 0.71%
27,530
-1,039
43
$2.13M 0.7%
10,258
-329
44
$2.13M 0.7%
16,258
+1,036
45
$2.12M 0.7%
17,178
-810
46
$2.08M 0.69%
48,090
-3,904
47
$2.08M 0.68%
45,783
+2,250
48
$2.05M 0.67%
43,228
-246
49
$2.03M 0.67%
6,880
-50
50
$1.94M 0.64%
35,629
+1,545
1
2
3 4 5