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
$375M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$702K
3
+$609K
4
DRI icon
Darden Restaurants
DRI
+$598K
5
ADBE icon
Adobe
ADBE
+$541K

Top Sells

1
+$849K
2
+$831K
3
+$813K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$806K
5
MDT icon
Medtronic
MDT
+$707K

Sector Composition

1 Technology 24.73%
2 Healthcare 12.7%
3 Financials 10.64%
4 Consumer Discretionary 8.91%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.34M 0.62%
20,672
+1,697
52
$2.33M 0.62%
5,584
+8
53
$2.3M 0.61%
5,050
+175
54
$2.3M 0.61%
10,083
-479
55
$2.25M 0.6%
12,830
-17
56
$2.24M 0.6%
51,719
-611
57
$2.21M 0.59%
15,809
+115
58
$2.16M 0.57%
14,170
+135
59
$2.05M 0.55%
23,516
-8,112
60
$1.96M 0.52%
4,664
+362
61
$1.94M 0.52%
10,953
-1,369
62
$1.87M 0.5%
37,543
-3,470
63
$1.82M 0.48%
22,408
+651
64
$1.8M 0.48%
64,723
+1,406
65
$1.72M 0.46%
31,677
-460
66
$1.64M 0.44%
11,085
-187
67
$1.6M 0.43%
9,582
+3,577
68
$1.6M 0.43%
28,290
+75
69
$1.59M 0.42%
4,592
+419
70
$1.57M 0.42%
77,662
-369
71
$1.51M 0.4%
35,766
-1,306
72
$1.47M 0.39%
24,367
-1,235
73
$1.46M 0.39%
5,023
+15
74
$1.45M 0.39%
8,910
+4,302
75
$1.4M 0.37%
5,147
+1,900
1 2
3
4 5