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
$305M
AUM Growth
+$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.38M
3
+$1.09M
4
ORCL icon
Oracle
ORCL
+$603K
5
MSFT icon
Microsoft
MSFT
+$596K

Top Sells

1
+$1.39M
2
+$888K
3
+$592K
4
AMAT icon
Applied Materials
AMAT
+$477K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$427K

Sector Composition

1 Technology 15.26%
2 Financials 10.48%
3 Healthcare 10.46%
4 Communication Services 8.06%
5 Consumer Staples 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.62%
40,650
-7,440
52
$1.88M 0.62%
68,757
-15,597
53
$1.84M 0.6%
+34,218
54
$1.8M 0.59%
71,051
-2,905
55
$1.78M 0.58%
43,438
+210
56
$1.76M 0.58%
39,084
-2,933
57
$1.76M 0.58%
9,103
-1,160
58
$1.73M 0.57%
30,213
+1,085
59
$1.69M 0.56%
15,151
-965
60
$1.64M 0.54%
17,505
-1,605
61
$1.62M 0.53%
17,840
-1,850
62
$1.59M 0.52%
35,789
-1,143
63
$1.59M 0.52%
4,065
+171
64
$1.58M 0.52%
8,888
+3,320
65
$1.58M 0.52%
61,442
-2,580
66
$1.54M 0.5%
21,547
+4,805
67
$1.5M 0.49%
9,258
-1,055
68
$1.49M 0.49%
24,683
+323
69
$1.47M 0.48%
27,517
-5,685
70
$1.43M 0.47%
12,530
-1,683
71
$1.41M 0.46%
8,735
-275
72
$1.41M 0.46%
14,921
-440
73
$1.36M 0.45%
6,248
-85
74
$1.34M 0.44%
14,850
-690
75
$1.32M 0.43%
2,973
-145
1 2
3
4 5