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
$384M
AUM Growth
-$5.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.3M
3
+$2.1M
4
NVDA icon
NVIDIA
NVDA
+$1.62M
5
CI icon
Cigna
CI
+$1.47M

Top Sells

1
+$1.69M
2
+$1.62M
3
+$1.6M
4
CRM icon
Salesforce
CRM
+$1.2M
5
WMT icon
Walmart
WMT
+$1.06M

Sector Composition

1 Technology 24.48%
2 Healthcare 11.79%
3 Financials 11.49%
4 Consumer Discretionary 8.74%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.75M 0.72%
7,500
-1,139
52
$2.64M 0.69%
9,824
+378
53
$2.6M 0.68%
26,376
+2,734
54
$2.52M 0.66%
22,984
+423
55
$2.42M 0.63%
9,060
-893
56
$2.37M 0.62%
5,309
+434
57
$2.33M 0.61%
11,212
-973
58
$2.26M 0.59%
4,146
+186
59
$2.23M 0.58%
14,262
+140
60
$2.12M 0.55%
42,624
+10,388
61
$2.12M 0.55%
34,363
-960
62
$2.04M 0.53%
32,115
+2,132
63
$1.94M 0.5%
7,487
+1,887
64
$1.85M 0.48%
31,681
+1,638
65
$1.84M 0.48%
5,912
+347
66
$1.82M 0.47%
10,665
+3,781
67
$1.72M 0.45%
11,753
+2,047
68
$1.71M 0.44%
9,296
+2,436
69
$1.68M 0.44%
27,539
-2,225
70
$1.48M 0.39%
19,714
-3,261
71
$1.47M 0.38%
+4,476
72
$1.43M 0.37%
12,977
-2,865
73
$1.42M 0.37%
7,216
+1,110
74
$1.42M 0.37%
24,362
+85
75
$1.38M 0.36%
14,320
+2,389
1 2
3
4 5