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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
$322M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$484K
2
+$458K
3
+$358K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$278K
5
AMZN icon
Amazon
AMZN
+$243K

Top Sells

1
+$654K
2
+$652K
3
+$569K
4
MMM icon
3M
MMM
+$554K
5
AAPL icon
Apple
AAPL
+$383K

Sector Composition

1 Technology 22.99%
2 Healthcare 13.86%
3 Financials 9.71%
4 Consumer Discretionary 8.25%
5 Consumer Staples 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.61M 1.12%
18,588
-793
27
$3.4M 1.06%
20,545
-266
28
$3.4M 1.05%
44,078
+293
29
$3.33M 1.03%
22,042
-1,272
30
$3.18M 0.99%
16,357
+384
31
$3.12M 0.97%
31,862
+1,940
32
$3.1M 0.96%
13,550
-261
33
$3.1M 0.96%
94,791
+213
34
$3.09M 0.96%
10,472
-287
35
$2.92M 0.91%
28,801
+1,489
36
$2.86M 0.89%
10,035
-437
37
$2.82M 0.88%
7,317
-112
38
$2.79M 0.87%
37,596
+1,926
39
$2.77M 0.86%
67,951
+2,145
40
$2.76M 0.86%
16,128
-396
41
$2.72M 0.84%
141,244
+5,784
42
$2.71M 0.84%
7,899
-233
43
$2.7M 0.84%
33,461
-55
44
$2.68M 0.83%
24,440
+4,176
45
$2.64M 0.82%
21,562
-1,042
46
$2.48M 0.77%
6,986
+406
47
$2.48M 0.77%
25,687
+429
48
$2.47M 0.77%
86,332
+3,476
49
$2.42M 0.75%
34,917
-322
50
$2.38M 0.74%
13,076
-105
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