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
-$530K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$852K
2
+$555K
3
+$529K
4
UNH icon
UnitedHealth
UNH
+$443K
5
DRI icon
Darden Restaurants
DRI
+$225K

Top Sells

1
+$1.25M
2
+$1.18M
3
+$824K
4
ABBV icon
AbbVie
ABBV
+$800K
5
MDT icon
Medtronic
MDT
+$733K

Sector Composition

1 Technology 26.49%
2 Healthcare 12%
3 Financials 10.12%
4 Consumer Discretionary 8.47%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.18M 1.12%
16,394
-122
27
$4.03M 1.07%
63,241
-1,257
28
$3.99M 1.06%
102,093
+988
29
$3.99M 1.06%
17,616
-190
30
$3.85M 1.03%
38,330
+167
31
$3.77M 1.01%
17,104
-1,605
32
$3.75M 1%
11,975
-1,472
33
$3.72M 0.99%
90,290
-2,710
34
$3.71M 0.99%
21,641
-4,664
35
$3.62M 0.97%
91,073
-1,369
36
$3.59M 0.96%
8,175
+123
37
$3.22M 0.86%
9,476
+33
38
$3.22M 0.86%
32,137
+410
39
$3.22M 0.86%
9,353
-131
40
$3.17M 0.85%
30,489
+534
41
$2.94M 0.78%
94,855
+1,860
42
$2.89M 0.77%
16,726
-223
43
$2.75M 0.73%
46,637
+174
44
$2.74M 0.73%
24,900
-407
45
$2.74M 0.73%
143,189
-2,626
46
$2.64M 0.7%
7,056
+226
47
$2.62M 0.7%
11,601
+71
48
$2.53M 0.67%
13,775
-395
49
$2.38M 0.63%
7,605
+2,727
50
$2.37M 0.63%
17,311
+43
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2
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