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
$339M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.15M
3
+$1.14M
4
MMM icon
3M
MMM
+$1.11M
5
AMZN icon
Amazon
AMZN
+$1.05M

Top Sells

1
+$1.8M
2
+$1.75M
3
+$1.3M
4
PFE icon
Pfizer
PFE
+$778K
5
INTC icon
Intel
INTC
+$743K

Sector Composition

1 Technology 20.09%
2 Healthcare 12.1%
3 Financials 10.58%
4 Communication Services 8.98%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.15M 0.64%
11,534
-145
52
$2.1M 0.62%
13,044
+6,867
53
$2.02M 0.6%
30,965
-316
54
$2.01M 0.59%
4,237
+566
55
$1.99M 0.59%
16,579
-2,196
56
$1.92M 0.57%
16,429
-832
57
$1.9M 0.56%
36,178
-34,134
58
$1.88M 0.56%
32,292
+1,114
59
$1.84M 0.54%
16,815
-1,892
60
$1.82M 0.54%
28,787
+1,454
61
$1.79M 0.53%
8,264
-5,967
62
$1.76M 0.52%
10,268
+423
63
$1.71M 0.51%
4,637
+324
64
$1.69M 0.5%
7,282
-95
65
$1.68M 0.5%
+65,802
66
$1.66M 0.49%
9,874
+538
67
$1.64M 0.48%
6,582
-508
68
$1.6M 0.47%
7,279
+80
69
$1.58M 0.47%
24,123
-205
70
$1.57M 0.46%
15,200
-40
71
$1.57M 0.46%
21,357
-2,032
72
$1.53M 0.45%
19,773
+1,302
73
$1.51M 0.45%
19,555
-12
74
$1.45M 0.43%
42,504
-4,777
75
$1.45M 0.43%
21,871
-4,988
1 2
3
4 5