PT

Plimoth Trust Portfolio holdings

AUM $449M
1-Year Est. Return 22.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$417M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$532K
3
+$450K
4
AXP icon
American Express
AXP
+$442K
5
AMZN icon
Amazon
AMZN
+$420K

Top Sells

1
+$1.52M
2
+$332K
3
+$218K
4
CTSH icon
Cognizant
CTSH
+$208K
5
CMCSA icon
Comcast
CMCSA
+$191K

Sector Composition

1 Technology 26.87%
2 Financials 11.92%
3 Healthcare 10.24%
4 Consumer Discretionary 8.57%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.71M 1.13%
162,748
-546
27
$4.61M 1.11%
11,874
+300
28
$4.48M 1.08%
15,474
-58
29
$4.32M 1.04%
91,294
+1,974
30
$4.28M 1.03%
11,976
+393
31
$3.99M 0.96%
33,805
+747
32
$3.97M 0.95%
57,220
+912
33
$3.72M 0.89%
20,065
-208
34
$3.71M 0.89%
16,741
+242
35
$3.63M 0.87%
11,395
+1,571
36
$3.63M 0.87%
51,328
-282
37
$3.62M 0.87%
26,579
+382
38
$3.58M 0.86%
12,155
-215
39
$3.58M 0.86%
28,955
-493
40
$3.55M 0.85%
13,801
-25
41
$3.5M 0.84%
28,231
+1,855
42
$3.37M 0.81%
8,713
+495
43
$3.32M 0.8%
8,383
+69
44
$3.2M 0.77%
6,814
+28
45
$3.2M 0.77%
4,517
+371
46
$3.18M 0.76%
11,400
+624
47
$3.14M 0.75%
23,575
+591
48
$3.12M 0.75%
35,023
-17,286
49
$3.07M 0.74%
6,033
-149
50
$3.05M 0.73%
6,281
+493
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