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
$304M
AUM Growth
+$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1M
3
+$889K
4
DOW icon
Dow Inc
DOW
+$843K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$632K

Top Sells

1
+$1.25M
2
+$1.01M
3
+$609K
4
DD icon
DuPont de Nemours
DD
+$591K
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$550K

Sector Composition

1 Technology 14.89%
2 Healthcare 11.38%
3 Financials 10.39%
4 Industrials 7.57%
5 Communication Services 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.93M 0.64%
36,932
-5,186
52
$1.9M 0.62%
24,539
+63
53
$1.89M 0.62%
10,263
-287
54
$1.85M 0.61%
73,956
+1,320
55
$1.79M 0.59%
16,116
-195
56
$1.79M 0.59%
19,690
-380
57
$1.78M 0.58%
42,017
-3,695
58
$1.77M 0.58%
21,664
+2,733
59
$1.74M 0.57%
10,313
-872
60
$1.71M 0.56%
29,128
+663
61
$1.63M 0.54%
33,202
+2,635
62
$1.62M 0.53%
64,022
+595
63
$1.6M 0.53%
19,110
+3,455
64
$1.58M 0.52%
77,144
-3,960
65
$1.56M 0.51%
14,213
+2,850
66
$1.55M 0.51%
6,333
+398
67
$1.54M 0.51%
24,360
-668
68
$1.49M 0.49%
9,010
-201
69
$1.46M 0.48%
3,118
-145
70
$1.44M 0.47%
15,540
-903
71
$1.42M 0.47%
3,894
+1,643
72
$1.39M 0.46%
26,256
-2,040
73
$1.35M 0.44%
15,361
-195
74
$1.34M 0.44%
5,726
-1,532
75
$1.32M 0.43%
47,705
-3,192
1 2
3
4 5