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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
$310M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$424K
2
+$316K
3
+$265K
4
ETN icon
Eaton
ETN
+$257K
5
AFL icon
Aflac
AFL
+$237K

Top Sells

1
+$570K
2
+$444K
3
+$395K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$357K
5
CTXS
Citrix Systems Inc
CTXS
+$301K

Sector Composition

1 Technology 19.72%
2 Healthcare 15.01%
3 Financials 11.04%
4 Consumer Staples 8.2%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.37M 1.09%
19,381
-409
27
$3.34M 1.08%
25,155
+1,489
28
$3.32M 1.07%
35,670
-551
29
$3.31M 1.07%
13,811
-594
30
$3.2M 1.03%
15,415
-551
31
$3.1M 1%
20,811
-686
32
$3.02M 0.97%
29,922
+2,242
33
$3M 0.97%
27,312
+470
34
$2.98M 0.96%
8,132
-1,079
35
$2.97M 0.96%
91,805
-3,523
36
$2.9M 0.94%
23,314
+120
37
$2.77M 0.89%
189,540
-7,710
38
$2.74M 0.89%
82,856
+5,432
39
$2.65M 0.85%
22,604
-224
40
$2.6M 0.84%
33,516
+568
41
$2.6M 0.84%
25,258
+532
42
$2.59M 0.84%
16,524
+1,639
43
$2.56M 0.83%
10,472
-293
44
$2.54M 0.82%
35,239
-961
45
$2.5M 0.81%
7,429
-304
46
$2.5M 0.81%
94,578
+1,483
47
$2.49M 0.8%
135,460
+177
48
$2.44M 0.79%
17,345
-310
49
$2.38M 0.77%
13,181
-199
50
$2.24M 0.72%
20,264
+3,839
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