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
$298M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$720K
2
+$713K
3
+$601K
4
SYK icon
Stryker
SYK
+$593K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$547K

Top Sells

1
+$1.4M
2
+$614K
3
+$501K
4
DRI icon
Darden Restaurants
DRI
+$442K
5
GILD icon
Gilead Sciences
GILD
+$422K

Sector Composition

1 Technology 20.28%
2 Healthcare 12.52%
3 Financials 8.92%
4 Consumer Discretionary 8.83%
5 Communication Services 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.36M 1.13%
32,315
+2,464
27
$3.35M 1.12%
48,232
-2,500
28
$3.32M 1.11%
28,452
-3,407
29
$3.29M 1.1%
12,543
+500
30
$3.18M 1.07%
20,206
-2,120
31
$3.1M 1.04%
39,223
-1,125
32
$3.09M 1.04%
22,317
+635
33
$2.93M 0.98%
11,645
+2,865
34
$2.9M 0.97%
32,743
+1,398
35
$2.85M 0.96%
17,344
-249
36
$2.85M 0.96%
72,324
+1,227
37
$2.83M 0.95%
22,559
-719
38
$2.73M 0.92%
46,004
-70
39
$2.72M 0.91%
18,394
+236
40
$2.66M 0.89%
30,391
-984
41
$2.5M 0.84%
8,024
+844
42
$2.46M 0.82%
53,072
+2,711
43
$2.43M 0.82%
12,167
+3,004
44
$2.32M 0.78%
33,468
-827
45
$2.2M 0.74%
37,640
+1,205
46
$2.17M 0.73%
17,528
-1,789
47
$2.13M 0.72%
20,919
-785
48
$2.1M 0.7%
14,199
+438
49
$2.08M 0.7%
9,996
+2,844
50
$1.95M 0.65%
81,057
-1,384
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