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
$281M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.62M
3
+$1.41M
4
MDT icon
Medtronic
MDT
+$1.36M
5
CB icon
Chubb
CB
+$1.35M

Top Sells

1
+$2.62M
2
+$969K
3
+$797K
4
MCHP icon
Microchip Technology
MCHP
+$733K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$611K

Sector Composition

1 Technology 20.03%
2 Healthcare 12.7%
3 Financials 9.32%
4 Communication Services 8.77%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.81M 0.64%
40,416
-11,521
52
$1.8M 0.64%
22,150
-91
53
$1.77M 0.63%
9,163
+4,130
54
$1.72M 0.61%
17,198
+3,442
55
$1.65M 0.59%
8,780
+3,845
56
$1.64M 0.58%
36,815
+210
57
$1.56M 0.56%
6,635
-1,836
58
$1.5M 0.53%
4,103
+11
59
$1.46M 0.52%
3,351
+1,472
60
$1.45M 0.52%
27,942
-7,507
61
$1.45M 0.51%
32,466
+210
62
$1.43M 0.51%
11,561
-474
63
$1.4M 0.5%
25,949
+5,262
64
$1.38M 0.49%
18,755
-5,594
65
$1.36M 0.49%
8,074
+256
66
$1.33M 0.47%
18,880
+4,480
67
$1.31M 0.46%
10,227
+2,131
68
$1.29M 0.46%
7,152
+2,844
69
$1.28M 0.45%
25,289
+1,348
70
$1.26M 0.45%
33,662
-875
71
$1.24M 0.44%
13,508
+790
72
$1.23M 0.44%
23,137
-2,536
73
$1.22M 0.43%
8,162
-303
74
$1.21M 0.43%
52,217
+6,552
75
$1.16M 0.41%
18,763
-3,241
1 2
3
4 5