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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
$305M
AUM Growth
+$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.38M
3
+$1.09M
4
ORCL icon
Oracle
ORCL
+$603K
5
MSFT icon
Microsoft
MSFT
+$596K

Top Sells

1
+$1.39M
2
+$888K
3
+$592K
4
AMAT icon
Applied Materials
AMAT
+$477K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$427K

Sector Composition

1 Technology 15.26%
2 Financials 10.48%
3 Healthcare 10.46%
4 Communication Services 8.06%
5 Consumer Staples 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.97M 0.97%
27,810
-1,210
27
$2.85M 0.93%
20,038
-1,860
28
$2.81M 0.92%
29,258
+485
29
$2.77M 0.91%
33,280
-4,010
30
$2.75M 0.9%
36,283
-4,204
31
$2.74M 0.9%
7,194
-2,333
32
$2.54M 0.83%
41,520
-440
33
$2.38M 0.78%
43,710
-430
34
$2.35M 0.77%
17,164
+906
35
$2.35M 0.77%
30,820
-1,487
36
$2.35M 0.77%
46,293
+510
37
$2.27M 0.74%
35,955
+326
38
$2.27M 0.74%
19,180
+1,295
39
$2.23M 0.73%
18,868
+1,690
40
$2.22M 0.73%
25,074
-4,320
41
$2.2M 0.72%
9,468
-790
42
$2.15M 0.7%
73,567
+37,485
43
$2.09M 0.69%
33,012
-9,349
44
$2.05M 0.67%
23,580
+15,840
45
$2.02M 0.66%
34,665
-3,680
46
$2.02M 0.66%
25,027
-2,503
47
$2M 0.66%
24,741
+202
48
$1.98M 0.65%
39,697
-9,565
49
$1.93M 0.63%
53,219
-6,873
50
$1.92M 0.63%
22,354
+690
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2
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