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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
$317M
AUM Growth
-$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.47M
3
+$912K
4
DRI icon
Darden Restaurants
DRI
+$897K
5
ACN icon
Accenture
ACN
+$800K

Top Sells

1
+$3.9M
2
+$1.97M
3
+$1.09M
4
T icon
AT&T
T
+$926K
5
TMO icon
Thermo Fisher Scientific
TMO
+$742K

Sector Composition

1 Technology 20.89%
2 Healthcare 14.42%
3 Financials 10.07%
4 Consumer Discretionary 7.92%
5 Consumer Staples 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.14M 0.67%
4,976
-1,352
52
$2.11M 0.66%
9,886
+48
53
$2.07M 0.65%
48,562
-1,986
54
$2.04M 0.64%
21,638
-678
55
$1.97M 0.62%
9,878
+212
56
$1.9M 0.6%
14,791
+1,120
57
$1.89M 0.6%
28,770
-265
58
$1.85M 0.58%
14,703
-430
59
$1.84M 0.58%
11,425
-40
60
$1.83M 0.58%
100,902
-1,529
61
$1.71M 0.54%
30,847
-2,241
62
$1.68M 0.53%
15,537
-1,772
63
$1.64M 0.52%
15,020
+840
64
$1.6M 0.51%
28,893
-416
65
$1.6M 0.5%
5,386
+488
66
$1.59M 0.5%
5,327
+618
67
$1.59M 0.5%
5,094
-45
68
$1.54M 0.49%
5,374
+1,887
69
$1.52M 0.48%
+17,920
70
$1.47M 0.46%
2,492
+442
71
$1.46M 0.46%
30,792
-2,925
72
$1.42M 0.45%
17,794
+2,128
73
$1.39M 0.44%
16,185
-215
74
$1.38M 0.44%
30,378
75
$1.31M 0.41%
13,760
-165
1 2
3
4 5