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
$384M
AUM Growth
-$5.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.3M
3
+$2.1M
4
NVDA icon
NVIDIA
NVDA
+$1.62M
5
CI icon
Cigna
CI
+$1.47M

Top Sells

1
+$1.69M
2
+$1.62M
3
+$1.6M
4
CRM icon
Salesforce
CRM
+$1.2M
5
WMT icon
Walmart
WMT
+$1.06M

Sector Composition

1 Technology 24.48%
2 Healthcare 11.79%
3 Financials 11.49%
4 Consumer Discretionary 8.74%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.27M 1.11%
8,160
-1,705
27
$4.25M 1.11%
20,273
-22
28
$4.24M 1.11%
20,544
+2,959
29
$4.03M 1.05%
33,058
+966
30
$3.99M 1.04%
56,308
-1,405
31
$3.85M 1%
16,499
+459
32
$3.82M 0.99%
11,574
-934
33
$3.73M 0.97%
89,320
+1,805
34
$3.7M 0.96%
51,610
-3,800
35
$3.59M 0.93%
29,448
+5,277
36
$3.48M 0.91%
26,197
-3,915
37
$3.36M 0.87%
10,776
-331
38
$3.21M 0.84%
5,568
+3,998
39
$3.16M 0.82%
6,786
-976
40
$3.15M 0.82%
8,218
+244
41
$3.15M 0.82%
11,583
+75
42
$3.09M 0.81%
8,314
-2,143
43
$3.08M 0.8%
5,788
+878
44
$3.08M 0.8%
12,370
-4,112
45
$2.95M 0.77%
12,489
+453
46
$2.91M 0.76%
64,256
-15,106
47
$2.9M 0.76%
6,182
-808
48
$2.86M 0.75%
+17,096
49
$2.77M 0.72%
13,826
+768
50
$2.76M 0.72%
18,411
+1,139
1
2
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