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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
$298M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$720K
2
+$713K
3
+$601K
4
SYK icon
Stryker
SYK
+$593K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$547K

Top Sells

1
+$1.4M
2
+$614K
3
+$501K
4
DRI icon
Darden Restaurants
DRI
+$442K
5
GILD icon
Gilead Sciences
GILD
+$422K

Sector Composition

1 Technology 20.28%
2 Healthcare 12.52%
3 Financials 8.92%
4 Consumer Discretionary 8.83%
5 Communication Services 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.93M 0.65%
16,583
+283
52
$1.86M 0.62%
25,843
+2,471
53
$1.83M 0.61%
17,322
+124
54
$1.77M 0.59%
35,825
-990
55
$1.75M 0.59%
6,890
+255
56
$1.67M 0.56%
19,372
+617
57
$1.66M 0.56%
29,904
+4,615
58
$1.64M 0.55%
4,286
+183
59
$1.62M 0.54%
3,300
-51
60
$1.6M 0.54%
20,272
-1,878
61
$1.52M 0.51%
32,961
+495
62
$1.52M 0.51%
27,496
-446
63
$1.48M 0.5%
11,552
-9
64
$1.48M 0.49%
7,492
-582
65
$1.41M 0.47%
23,776
-2,173
66
$1.4M 0.47%
22,121
-6,677
67
$1.4M 0.47%
9,488
-739
68
$1.37M 0.46%
12,568
-940
69
$1.28M 0.43%
33,563
-99
70
$1.2M 0.4%
49,627
-2,590
71
$1.17M 0.39%
5,254
72
$1.15M 0.39%
20,725
-2,412
73
$1.14M 0.38%
14,646
-255
74
$1.13M 0.38%
19,720
+957
75
$1.13M 0.38%
8,117
-45
1 2
3
4 5