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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
$354M
AUM Growth
-$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$632K
3
+$523K
4
NVDA icon
NVIDIA
NVDA
+$436K
5
ADI icon
Analog Devices
ADI
+$427K

Top Sells

1
+$672K
2
+$637K
3
+$380K
4
MXIM
Maxim Integrated Products
MXIM
+$372K
5
AAPL icon
Apple
AAPL
+$357K

Sector Composition

1 Technology 20.99%
2 Healthcare 12.24%
3 Financials 10.99%
4 Consumer Discretionary 8.8%
5 Communication Services 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.79M 1.07%
29,371
-1,069
27
$3.64M 1.03%
46,376
-54
28
$3.51M 0.99%
8,985
+90
29
$3.5M 0.99%
65,733
-2,102
30
$3.39M 0.96%
57,289
+133
31
$3.29M 0.93%
30,463
+1,032
32
$3.25M 0.92%
38,287
-78
33
$3.22M 0.91%
74,813
-1,115
34
$3.18M 0.9%
31,299
+3,395
35
$3.14M 0.89%
21,602
-816
36
$3.13M 0.88%
55,906
+130
37
$3.12M 0.88%
73,503
+2,184
38
$3.04M 0.86%
118,062
+13,464
39
$3.01M 0.85%
5,226
+82
40
$2.93M 0.83%
16,883
+692
41
$2.87M 0.81%
10,875
+148
42
$2.86M 0.81%
52,593
-1,516
43
$2.85M 0.81%
18,949
-1,296
44
$2.82M 0.8%
16,692
+562
45
$2.79M 0.79%
23,655
+805
46
$2.67M 0.76%
27,404
-2,004
47
$2.63M 0.74%
19,808
-1,323
48
$2.57M 0.73%
121,226
-2,409
49
$2.55M 0.72%
48,655
-3,263
50
$2.48M 0.7%
10,726
-545
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