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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
$356M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$957K
3
+$844K
4
NVDA icon
NVIDIA
NVDA
+$748K
5
ABT icon
Abbott
ABT
+$727K

Top Sells

1
+$1.03M
2
+$925K
3
+$838K
4
IBM icon
IBM
IBM
+$819K
5
KMB icon
Kimberly-Clark
KMB
+$506K

Sector Composition

1 Technology 20.63%
2 Healthcare 12.21%
3 Financials 10.69%
4 Communication Services 8.76%
5 Consumer Discretionary 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.52M 0.71%
16,989
-649
52
$2.47M 0.69%
31,916
+12,361
53
$2.37M 0.66%
14,260
+1,216
54
$2.26M 0.63%
29,052
-3,667
55
$2.15M 0.6%
9,786
+2,507
56
$2.12M 0.59%
10,683
+415
57
$2.11M 0.59%
30,516
-2,129
58
$1.99M 0.56%
28,455
-2,510
59
$1.94M 0.55%
15,432
-997
60
$1.93M 0.54%
17,234
+419
61
$1.9M 0.53%
14,159
-3,777
62
$1.89M 0.53%
15,040
-160
63
$1.86M 0.52%
29,015
+228
64
$1.83M 0.52%
10,274
+400
65
$1.83M 0.51%
4,842
+205
66
$1.8M 0.5%
32,998
-3,180
67
$1.77M 0.5%
31,822
-470
68
$1.67M 0.47%
19,561
-212
69
$1.66M 0.47%
82,920
+37,400
70
$1.61M 0.45%
23,972
-151
71
$1.61M 0.45%
19,846
-1,511
72
$1.59M 0.45%
7,234
-1,030
73
$1.57M 0.44%
7,213
-69
74
$1.56M 0.44%
42,584
+80
75
$1.55M 0.44%
5,169
-90
1 2
3
4 5