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
$334M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$274K
2
+$228K
3
+$222K
4
AFL icon
Aflac
AFL
+$215K
5
AXP icon
American Express
AXP
+$185K

Top Sells

1
+$1.87M
2
+$659K
3
+$551K
4
AAPL icon
Apple
AAPL
+$423K
5
MSFT icon
Microsoft
MSFT
+$272K

Sector Composition

1 Technology 24.4%
2 Healthcare 13.53%
3 Financials 9.95%
4 Consumer Discretionary 8.46%
5 Consumer Staples 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.64M 1.09%
7,764
-135
27
$3.59M 1.07%
7,339
+22
28
$3.34M 1%
13,594
+44
29
$3.3M 0.99%
18,390
-198
30
$3.28M 0.98%
18,875
-3,167
31
$3.28M 0.98%
44,167
+89
32
$3.22M 0.96%
32,845
+983
33
$3.2M 0.96%
10,307
-165
34
$3.19M 0.95%
16,545
+188
35
$3.19M 0.95%
29,221
+420
36
$3.18M 0.95%
15,818
-310
37
$3.05M 0.91%
91,253
-3,538
38
$3.03M 0.91%
9,924
-111
39
$2.91M 0.87%
33,058
-403
40
$2.84M 0.85%
7,442
+456
41
$2.82M 0.84%
40,811
+3,215
42
$2.75M 0.82%
25,658
+1,218
43
$2.75M 0.82%
95,882
+9,550
44
$2.66M 0.79%
20,130
-415
45
$2.52M 0.75%
68,676
+725
46
$2.41M 0.72%
21,844
+282
47
$2.41M 0.72%
13,001
-75
48
$2.31M 0.69%
11,281
+241
49
$2.3M 0.69%
17,153
-445
50
$2.27M 0.68%
25,313
-374
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