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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
$322M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$484K
2
+$458K
3
+$358K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$278K
5
AMZN icon
Amazon
AMZN
+$243K

Top Sells

1
+$654K
2
+$652K
3
+$569K
4
MMM icon
3M
MMM
+$554K
5
AAPL icon
Apple
AAPL
+$383K

Sector Composition

1 Technology 22.99%
2 Healthcare 13.86%
3 Financials 9.71%
4 Consumer Discretionary 8.25%
5 Consumer Staples 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.32M 0.72%
44,376
-1,570
52
$2.31M 0.72%
17,598
+253
53
$2.24M 0.69%
112,595
+5,230
54
$2.23M 0.69%
22,311
-520
55
$2.22M 0.69%
11,040
+564
56
$2.19M 0.68%
2,663
+40
57
$2.17M 0.67%
5,244
+97
58
$2.09M 0.65%
4,429
+14
59
$2.03M 0.63%
53,504
-505
60
$1.88M 0.58%
24,023
-1,343
61
$1.81M 0.56%
13,960
+356
62
$1.78M 0.55%
5,449
+200
63
$1.73M 0.54%
98,262
-4,460
64
$1.65M 0.51%
27,572
-655
65
$1.62M 0.5%
18,637
+382
66
$1.61M 0.5%
9,772
+23
67
$1.55M 0.48%
28,476
-298
68
$1.52M 0.47%
5,029
-60
69
$1.5M 0.46%
19,375
+1,939
70
$1.49M 0.46%
14,370
+130
71
$1.47M 0.46%
29,486
+525
72
$1.45M 0.45%
20,206
-3,045
73
$1.38M 0.43%
4,454
+177
74
$1.28M 0.4%
13,390
-75
75
$1.24M 0.39%
16,266
-4,865
1 2
3
4 5