PT

Plimoth Trust Portfolio holdings

AUM $447M
1-Year Est. Return 24.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$840K
3
+$774K
4
GLD icon
SPDR Gold Trust
GLD
+$759K
5
CRM icon
Salesforce
CRM
+$527K

Top Sells

1
+$886K
2
+$707K
3
+$705K
4
JNJ icon
Johnson & Johnson
JNJ
+$637K
5
JPM icon
JPMorgan Chase
JPM
+$637K

Sector Composition

1 Technology 27.83%
2 Financials 11.66%
3 Healthcare 10.03%
4 Industrials 8.44%
5 Communication Services 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.83M 1.09%
31,109
-2,002
27
$4.56M 1.03%
161,482
-1,266
28
$4.52M 1.02%
19,517
-548
29
$4.51M 1.02%
15,982
+508
30
$4.49M 1.02%
87,062
-4,232
31
$4.38M 0.99%
11,715
-261
32
$4.3M 0.97%
57,005
-215
33
$4.19M 0.95%
28,954
-1
34
$4.15M 0.94%
13,781
-20
35
$4.12M 0.93%
16,394
-347
36
$4.1M 0.93%
33,123
-682
37
$3.9M 0.88%
11,742
+347
38
$3.64M 0.82%
12,905
+750
39
$3.54M 0.8%
14,522
-95
40
$3.52M 0.8%
9,978
+1,265
41
$3.49M 0.79%
26,092
-487
42
$3.4M 0.77%
6,755
+474
43
$3.4M 0.77%
4,264
-253
44
$3.37M 0.76%
50,863
-465
45
$3.37M 0.76%
16,566
+4,390
46
$3.3M 0.75%
11,690
+290
47
$3.23M 0.73%
13,675
+688
48
$3.16M 0.72%
8,556
+173
49
$3.16M 0.72%
6,657
-157
50
$3.06M 0.69%
23,339
-236
1
2
3 4 5