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
$417M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1 +$956K
2 +$635K
3 +$501K
4
AMZN icon
Amazon
AMZN
+$466K
5
MRK icon
Merck
MRK
+$448K

Top Sells

1 +$1.54M
2 +$379K
3 +$218K
4
CTSH icon
Cognizant
CTSH
+$208K
5
CMCSA icon
Comcast
CMCSA
+$197K

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
T icon
26
AT&T
T
$188B
$4.71M 1.13%
162,748
-546
CAT icon
27
Caterpillar
CAT
$247B
$4.61M 1.11%
11,874
+300
CB icon
28
Chubb
CB
$107B
$4.48M 1.08%
15,474
-58
BAC icon
29
Bank of America
BAC
$376B
$4.32M 1.04%
91,294
+1,974
ETN icon
30
Eaton
ETN
$145B
$4.28M 1.03%
11,976
+393
DUK icon
31
Duke Energy
DUK
$99.9B
$3.99M 0.96%
33,805
+747
NEE icon
32
NextEra Energy
NEE
$174B
$3.97M 0.95%
57,220
+912
ABBV icon
33
AbbVie
ABBV
$406B
$3.72M 0.89%
20,065
-208
LOW icon
34
Lowe's Companies
LOW
$137B
$3.71M 0.89%
16,741
+242
AXP icon
35
American Express
AXP
$239B
$3.63M 0.87%
11,395
+1,571
KO icon
36
Coca-Cola
KO
$295B
$3.63M 0.87%
51,328
-282
ABT icon
37
Abbott
ABT
$224B
$3.62M 0.87%
26,579
+382
IBM icon
38
IBM
IBM
$262B
$3.58M 0.86%
12,155
-215
TJX icon
39
TJX Companies
TJX
$160B
$3.58M 0.86%
28,955
-493
GE icon
40
GE Aerospace
GE
$318B
$3.55M 0.85%
13,801
-25
DIS icon
41
Walt Disney
DIS
$199B
$3.5M 0.84%
28,231
+1,855
ADBE icon
42
Adobe
ADBE
$140B
$3.37M 0.81%
8,713
+495
SYK icon
43
Stryker
SYK
$143B
$3.32M 0.8%
8,383
+69
LIN icon
44
Linde
LIN
$211B
$3.2M 0.77%
6,814
+28
GS icon
45
Goldman Sachs
GS
$232B
$3.2M 0.77%
4,517
+371
AMGN icon
46
Amgen
AMGN
$161B
$3.18M 0.76%
11,400
+624
EMR icon
47
Emerson Electric
EMR
$72.8B
$3.14M 0.75%
23,575
+591
VNQ icon
48
Vanguard Real Estate ETF
VNQ
$34.1B
$3.12M 0.75%
35,023
-17,286
DE icon
49
Deere & Co
DE
$124B
$3.07M 0.74%
6,033
-149
BRK.B icon
50
Berkshire Hathaway Class B
BRK.B
$1.06T
$3.05M 0.73%
6,281
+493