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
$334M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$274K
2
+$228K
3
+$222K
4
AFL icon
Aflac
AFL
+$215K
5
AXP icon
American Express
AXP
+$185K

Top Sells

1
+$1.87M
2
+$659K
3
+$551K
4
AAPL icon
Apple
AAPL
+$423K
5
MSFT icon
Microsoft
MSFT
+$272K

Sector Composition

1 Technology 24.4%
2 Healthcare 13.53%
3 Financials 9.95%
4 Consumer Discretionary 8.46%
5 Consumer Staples 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.27M 0.68%
142,379
+1,135
52
$2.25M 0.67%
5,562
+318
53
$2.23M 0.67%
53,672
+168
54
$2.2M 0.66%
42,544
-1,832
55
$2.17M 0.65%
33,867
-1,050
56
$2.11M 0.63%
108,969
-3,626
57
$2.06M 0.62%
4,475
+46
58
$2.05M 0.61%
24,173
+150
59
$2.04M 0.61%
22,821
+510
60
$1.9M 0.57%
2,644
-19
61
$1.89M 0.56%
10,836
+1,064
62
$1.87M 0.56%
5,801
+352
63
$1.74M 0.52%
19,245
+608
64
$1.73M 0.52%
13,026
-934
65
$1.71M 0.51%
14,105
-265
66
$1.7M 0.51%
96,357
-1,905
67
$1.69M 0.51%
27,327
-245
68
$1.56M 0.47%
28,404
-72
69
$1.55M 0.46%
4,534
+80
70
$1.5M 0.45%
20,183
+808
71
$1.46M 0.44%
5,018
-11
72
$1.4M 0.42%
15,995
-271
73
$1.3M 0.39%
18,178
-2,028
74
$1.29M 0.39%
25,751
-3,735
75
$1.28M 0.38%
7,636
-150
1 2
3
4 5