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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
$356M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$957K
3
+$844K
4
NVDA icon
NVIDIA
NVDA
+$748K
5
ABT icon
Abbott
ABT
+$727K

Top Sells

1
+$1.03M
2
+$925K
3
+$838K
4
IBM icon
IBM
IBM
+$819K
5
KMB icon
Kimberly-Clark
KMB
+$506K

Sector Composition

1 Technology 20.63%
2 Healthcare 12.21%
3 Financials 10.69%
4 Communication Services 8.76%
5 Consumer Discretionary 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.91M 1.1%
26,501
-798
27
$3.82M 1.07%
57,156
-1,558
28
$3.81M 1.07%
67,835
-4,485
29
$3.56M 1%
8,895
+125
30
$3.46M 0.97%
22,418
+295
31
$3.4M 0.96%
46,430
-1,912
32
$3.31M 0.93%
29,431
-1,605
33
$3.2M 0.9%
38,365
-548
34
$3.18M 0.89%
55,776
+973
35
$3.01M 0.85%
5,144
+907
36
$3M 0.84%
20,245
-345
37
$2.97M 0.83%
75,928
-2,726
38
$2.96M 0.83%
21,131
-5,843
39
$2.94M 0.83%
71,319
+3,632
40
$2.92M 0.82%
27,904
+168
41
$2.9M 0.81%
29,408
-2,793
42
$2.87M 0.81%
54,109
-1,900
43
$2.84M 0.8%
16,130
+64
44
$2.81M 0.79%
51,918
+1,327
45
$2.79M 0.78%
10,727
+109
46
$2.74M 0.77%
104,598
+38,796
47
$2.65M 0.74%
22,850
+6,271
48
$2.64M 0.74%
123,635
-43,330
49
$2.59M 0.73%
11,271
-263
50
$2.57M 0.72%
16,191
+376
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2
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