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
$310M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$424K
2
+$316K
3
+$265K
4
ETN icon
Eaton
ETN
+$257K
5
AFL icon
Aflac
AFL
+$237K

Top Sells

1
+$570K
2
+$444K
3
+$395K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$357K
5
CTXS
Citrix Systems Inc
CTXS
+$301K

Sector Composition

1 Technology 19.72%
2 Healthcare 15.01%
3 Financials 11.04%
4 Consumer Staples 8.2%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.21M 0.71%
5,147
-415
52
$2.19M 0.71%
45,946
-1,570
53
$2.17M 0.7%
10,476
+604
54
$2.15M 0.69%
4,415
-498
55
$2.15M 0.69%
6,580
-127
56
$2.08M 0.67%
107,365
-3,811
57
$2.02M 0.65%
25,366
-2,620
58
$1.98M 0.64%
22,831
+164
59
$1.89M 0.61%
2,623
-75
60
$1.89M 0.61%
54,009
-774
61
$1.85M 0.6%
13,604
-731
62
$1.83M 0.59%
28,227
-350
63
$1.8M 0.58%
5,249
-248
64
$1.75M 0.57%
18,255
-368
65
$1.72M 0.55%
102,722
+590
66
$1.6M 0.51%
23,251
-1,843
67
$1.53M 0.49%
28,774
-263
68
$1.44M 0.46%
9,749
+344
69
$1.43M 0.46%
5,089
+30
70
$1.36M 0.44%
28,961
-567
71
$1.34M 0.43%
5,599
-20
72
$1.33M 0.43%
17,436
+250
73
$1.32M 0.43%
4,277
+153
74
$1.31M 0.42%
30,538
-35
75
$1.28M 0.41%
13,465
-185
1 2
3
4 5