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
$339M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.15M
3
+$1.14M
4
MMM icon
3M
MMM
+$1.11M
5
AMZN icon
Amazon
AMZN
+$1.05M

Top Sells

1
+$1.8M
2
+$1.75M
3
+$1.3M
4
PFE icon
Pfizer
PFE
+$778K
5
INTC icon
Intel
INTC
+$743K

Sector Composition

1 Technology 20.09%
2 Healthcare 12.1%
3 Financials 10.58%
4 Communication Services 8.98%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.63M 1.07%
27,299
-1,159
27
$3.55M 1.05%
26,763
-1,096
28
$3.54M 1.04%
16,699
+2,162
29
$3.48M 1.03%
166,965
-83,854
30
$3.44M 1.01%
26,974
-3,352
31
$3.36M 0.99%
31,036
+1,137
32
$3.26M 0.96%
8,770
+283
33
$3.26M 0.96%
15,374
+1,629
34
$3.11M 0.92%
32,201
-242
35
$2.97M 0.88%
54,803
+1,556
36
$2.96M 0.87%
16,066
-526
37
$2.94M 0.87%
22,123
+401
38
$2.93M 0.86%
38,913
+458
39
$2.91M 0.86%
20,590
-1,213
40
$2.91M 0.86%
27,736
+23
41
$2.9M 0.85%
56,009
-7,115
42
$2.85M 0.84%
78,654
-21,475
43
$2.67M 0.79%
50,591
+16,038
44
$2.62M 0.77%
67,687
-1,503
45
$2.59M 0.76%
10,618
+497
46
$2.55M 0.75%
32,645
+62
47
$2.5M 0.74%
15,815
+482
48
$2.49M 0.74%
17,936
-918
49
$2.44M 0.72%
17,638
-2,099
50
$2.41M 0.71%
32,719
+480
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