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
$394M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$839K
3
+$674K
4
ATVI
Activision Blizzard
ATVI
+$656K
5
CRM icon
Salesforce
CRM
+$655K

Top Sells

1
+$857K
2
+$759K
3
+$538K
4
AAPL icon
Apple
AAPL
+$347K
5
IBM icon
IBM
IBM
+$254K

Sector Composition

1 Technology 22.48%
2 Healthcare 12.5%
3 Financials 10.31%
4 Consumer Discretionary 9.2%
5 Communication Services 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.75M 0.7%
15,850
-3,099
52
$2.68M 0.68%
10,638
+80
53
$2.64M 0.67%
120,586
-640
54
$2.6M 0.66%
29,273
-692
55
$2.53M 0.64%
17,061
+1,451
56
$2.39M 0.61%
17,907
-1,901
57
$2.29M 0.58%
29,935
+589
58
$2.27M 0.58%
6,399
+1,476
59
$2.25M 0.57%
57,052
+24,605
60
$2.24M 0.57%
29,160
-260
61
$2.22M 0.56%
19,001
+469
62
$2.07M 0.53%
14,320
-600
63
$2.06M 0.52%
23,999
+5,210
64
$2M 0.51%
34,127
+630
65
$1.99M 0.51%
10,133
+124
66
$1.94M 0.49%
9,400
+1,869
67
$1.93M 0.49%
5,154
-10
68
$1.9M 0.48%
13,499
-1,609
69
$1.88M 0.48%
29,837
+415
70
$1.82M 0.46%
8,906
-898
71
$1.79M 0.45%
23,586
+1,060
72
$1.7M 0.43%
31,433
-225
73
$1.65M 0.42%
6,684
-10
74
$1.64M 0.41%
21,039
+490
75
$1.63M 0.41%
4,761
+1,649
1 2
3
4 5