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
$292M
AUM Growth
+$2.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$890K
2
+$812K
3
+$676K
4
UPS icon
United Parcel Service
UPS
+$622K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$618K

Top Sells

1
+$1.05M
2
+$951K
3
+$697K
4
CSCO icon
Cisco
CSCO
+$694K
5
MON
Monsanto Co
MON
+$588K

Sector Composition

1 Technology 14.45%
2 Financials 12.52%
3 Healthcare 12.1%
4 Industrials 8.85%
5 Consumer Staples 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.67%
10,622
+300
52
$1.9M 0.65%
17,697
-1,460
53
$1.87M 0.64%
23,635
+520
54
$1.76M 0.6%
35,959
+2,105
55
$1.74M 0.6%
12,260
+338
56
$1.7M 0.58%
10,000
57
$1.64M 0.56%
19,252
+95
58
$1.59M 0.54%
3,178
-174
59
$1.58M 0.54%
28,530
-3,929
60
$1.57M 0.54%
17,095
+1,714
61
$1.54M 0.53%
14,159
-1,560
62
$1.49M 0.51%
18,998
-1,230
63
$1.48M 0.51%
6,031
-445
64
$1.45M 0.5%
28,704
+405
65
$1.41M 0.48%
12,164
-90
66
$1.41M 0.48%
43,046
+17,660
67
$1.39M 0.47%
21,000
68
$1.37M 0.47%
17,176
-4,080
69
$1.34M 0.46%
28,989
+17,570
70
$1.33M 0.45%
16,440
-1,772
71
$1.32M 0.45%
17,266
-9,081
72
$1.32M 0.45%
21,190
+1,030
73
$1.26M 0.43%
26,586
+250
74
$1.23M 0.42%
9,182
-315
75
$1.23M 0.42%
15,706
-540
1 2
3
4 5