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
$347M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$785K
3
+$739K
4
CVX icon
Chevron
CVX
+$356K
5
DUK icon
Duke Energy
DUK
+$339K

Top Sells

1
+$1.16M
2
+$1.04M
3
+$722K
4
TGT icon
Target
TGT
+$679K
5
PFFD icon
Global X US Preferred ETF
PFFD
+$610K

Sector Composition

1 Technology 24.68%
2 Healthcare 12.82%
3 Financials 10.43%
4 Consumer Discretionary 8.73%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.27M 0.65%
24,181
+311
52
$2.21M 0.64%
4,875
+239
53
$2.18M 0.63%
12,847
-670
54
$2.17M 0.63%
24,088
-710
55
$2.15M 0.62%
5,576
-129
56
$2.07M 0.6%
41,013
-879
57
$1.98M 0.57%
10,562
-59
58
$1.98M 0.57%
14,035
+65
59
$1.85M 0.53%
18,975
+54
60
$1.82M 0.53%
63,317
-4,084
61
$1.75M 0.51%
12,322
-4,770
62
$1.65M 0.48%
25,602
-1,650
63
$1.65M 0.48%
32,137
-1,015
64
$1.6M 0.46%
15,694
+39
65
$1.59M 0.46%
21,757
+592
66
$1.57M 0.45%
28,215
-303
67
$1.54M 0.44%
11,272
-532
68
$1.53M 0.44%
4,302
+6
69
$1.53M 0.44%
5,008
-10
70
$1.51M 0.44%
78,031
-31,462
71
$1.46M 0.42%
4,173
+118
72
$1.39M 0.4%
37,072
-281
73
$1.35M 0.39%
25,739
+223
74
$1.27M 0.37%
7,104
-1
75
$1.17M 0.34%
12,964
-410
1 2
3
4 5