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
$279M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$9.61M
2
+$8.84M
3
+$6.97M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$6.81M
5
JPM icon
JPMorgan Chase
JPM
+$6.58M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.1%
2 Healthcare 12.48%
3 Financials 10.61%
4 Industrials 8.93%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.82M 0.65%
+23,003
52
$1.8M 0.65%
+31,431
53
$1.8M 0.64%
+3,498
54
$1.75M 0.63%
+14,484
55
$1.7M 0.61%
+21,177
56
$1.68M 0.6%
+31,960
57
$1.65M 0.59%
+23,201
58
$1.6M 0.57%
+9,205
59
$1.57M 0.56%
+20,829
60
$1.56M 0.56%
+18,522
61
$1.51M 0.54%
+47,385
62
$1.51M 0.54%
+11,232
63
$1.5M 0.54%
+18,571
64
$1.49M 0.53%
+6,773
65
$1.49M 0.53%
+14,959
66
$1.41M 0.5%
+16,536
67
$1.4M 0.5%
+8,890
68
$1.37M 0.49%
+21,833
69
$1.35M 0.48%
+27,203
70
$1.31M 0.47%
+47,107
71
$1.29M 0.46%
+49,473
72
$1.27M 0.46%
+12,120
73
$1.27M 0.45%
+12,711
74
$1.24M 0.44%
+14,935
75
$1.23M 0.44%
+19,338
1 2
3
4 5