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
$281M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.62M
3
+$1.41M
4
MDT icon
Medtronic
MDT
+$1.36M
5
CB icon
Chubb
CB
+$1.35M

Top Sells

1
+$2.62M
2
+$969K
3
+$797K
4
MCHP icon
Microchip Technology
MCHP
+$733K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$611K

Sector Composition

1 Technology 20.03%
2 Healthcare 12.7%
3 Financials 9.32%
4 Communication Services 8.77%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.05M 1.08%
50,732
-1,808
27
$3M 1.07%
26,997
-3,889
28
$2.98M 1.06%
40,348
+522
29
$2.87M 1.02%
21,682
+1,380
30
$2.79M 0.99%
46,074
+8,880
31
$2.74M 0.97%
29,851
+14,787
32
$2.73M 0.97%
12,043
+3,050
33
$2.69M 0.96%
29,546
+201
34
$2.68M 0.95%
22,326
-1,324
35
$2.66M 0.95%
14,415
+167
36
$2.57M 0.91%
18,158
-1,295
37
$2.54M 0.9%
17,593
+9,765
38
$2.5M 0.89%
31,345
+1,479
39
$2.37M 0.84%
36,435
+1,497
40
$2.28M 0.81%
23,278
+5,591
41
$2.26M 0.8%
13,761
-930
42
$2.22M 0.79%
28,798
-2,199
43
$2.15M 0.77%
19,317
-4,203
44
$2.12M 0.75%
7,180
+1,197
45
$2.09M 0.74%
23,372
-6,253
46
$2.06M 0.73%
16,300
+10,680
47
$1.96M 0.7%
50,361
+12,142
48
$1.96M 0.7%
82,441
+18,105
49
$1.95M 0.69%
34,295
+12,225
50
$1.9M 0.68%
21,704
-2,571
1
2
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