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
$354M
AUM Growth
-$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$632K
3
+$523K
4
NVDA icon
NVIDIA
NVDA
+$436K
5
ADI icon
Analog Devices
ADI
+$427K

Top Sells

1
+$672K
2
+$637K
3
+$380K
4
MXIM
Maxim Integrated Products
MXIM
+$372K
5
AAPL icon
Apple
AAPL
+$357K

Sector Composition

1 Technology 20.99%
2 Healthcare 12.24%
3 Financials 10.99%
4 Consumer Discretionary 8.8%
5 Communication Services 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.48M 0.7%
16,608
-381
52
$2.29M 0.65%
15,610
+1,350
53
$2.27M 0.64%
33,320
+1,404
54
$2.22M 0.63%
29,965
-551
55
$2.2M 0.62%
29,346
+294
56
$2.15M 0.61%
103,990
+21,070
57
$2.07M 0.59%
10,558
+772
58
$2.04M 0.58%
18,532
+1,298
59
$1.99M 0.56%
14,920
-120
60
$1.97M 0.56%
10,009
-674
61
$1.97M 0.56%
33,497
+1,675
62
$1.95M 0.55%
29,420
+965
63
$1.92M 0.54%
15,108
-324
64
$1.84M 0.52%
29,422
+407
65
$1.76M 0.5%
9,804
-470
66
$1.7M 0.48%
4,923
+81
67
$1.67M 0.47%
31,658
-1,340
68
$1.65M 0.47%
20,549
+703
69
$1.62M 0.46%
18,789
-772
70
$1.58M 0.45%
42,050
-534
71
$1.53M 0.43%
5,164
-5
72
$1.53M 0.43%
23,882
-90
73
$1.49M 0.42%
22,526
+135
74
$1.48M 0.42%
6,984
-250
75
$1.45M 0.41%
7,531
+318
1 2
3
4 5