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
$375M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$702K
3
+$609K
4
DRI icon
Darden Restaurants
DRI
+$598K
5
ADBE icon
Adobe
ADBE
+$541K

Top Sells

1
+$849K
2
+$831K
3
+$813K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$806K
5
MDT icon
Medtronic
MDT
+$707K

Sector Composition

1 Technology 24.73%
2 Healthcare 12.7%
3 Financials 10.64%
4 Consumer Discretionary 8.91%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.28M 1.14%
16,516
-143
27
$4.2M 1.12%
13,447
-1,273
28
$4.11M 1.09%
92,995
-1,797
29
$4.01M 1.07%
101,105
-116
30
$3.95M 1.05%
64,498
+1,118
31
$3.9M 1.04%
93,000
-7,496
32
$3.79M 1.01%
7,507
+1,072
33
$3.74M 1%
8,052
+78
34
$3.72M 0.99%
38,163
+1,347
35
$3.72M 0.99%
58,159
+3,938
36
$3.71M 0.99%
17,806
-102
37
$3.71M 0.99%
46,463
+935
38
$3.64M 0.97%
9,484
-461
39
$3.51M 0.93%
92,442
-489
40
$3.4M 0.91%
29,955
-256
41
$3.38M 0.9%
9,443
-126
42
$3.24M 0.86%
16,949
-260
43
$3.07M 0.82%
31,727
+741
44
$2.86M 0.76%
23,412
-676
45
$2.84M 0.76%
11,530
+129
46
$2.81M 0.75%
6,830
+962
47
$2.65M 0.7%
28,150
+5,552
48
$2.57M 0.68%
25,307
+1,126
49
$2.57M 0.68%
17,268
-20
50
$2.57M 0.68%
145,815
+10,387
1
2
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