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
-$530K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$852K
2
+$555K
3
+$529K
4
UNH icon
UnitedHealth
UNH
+$443K
5
DRI icon
Darden Restaurants
DRI
+$225K

Top Sells

1
+$1.25M
2
+$1.18M
3
+$824K
4
ABBV icon
AbbVie
ABBV
+$800K
5
MDT icon
Medtronic
MDT
+$733K

Sector Composition

1 Technology 26.49%
2 Healthcare 12%
3 Financials 10.12%
4 Consumer Discretionary 8.47%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.36M 0.63%
5,058
+8
52
$2.33M 0.62%
23,497
+85
53
$2.3M 0.61%
9,931
-152
54
$2.28M 0.61%
20,661
-11
55
$2.19M 0.58%
29,051
+901
56
$2.11M 0.56%
12,771
-59
57
$2.04M 0.54%
12,807
-3,002
58
$2.03M 0.54%
51,786
+67
59
$2M 0.53%
4,428
-1,156
60
$1.92M 0.51%
4,728
+64
61
$1.79M 0.48%
64,065
-658
62
$1.68M 0.45%
35,358
-2,185
63
$1.67M 0.45%
11,068
+1,486
64
$1.66M 0.44%
9,410
+500
65
$1.62M 0.43%
28,353
+63
66
$1.61M 0.43%
22,547
+139
67
$1.56M 0.42%
10,558
-395
68
$1.55M 0.41%
5,123
+531
69
$1.52M 0.4%
10,401
-684
70
$1.46M 0.39%
74,125
-3,537
71
$1.41M 0.38%
4,908
-115
72
$1.38M 0.37%
33,505
-2,261
73
$1.38M 0.37%
5,347
+200
74
$1.34M 0.36%
24,979
-325
75
$1.31M 0.35%
31,654
-23
1 2
3
4 5