PT

Plimoth Trust Portfolio holdings

AUM $449M
1-Year Est. Return 22.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$417M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$532K
3
+$450K
4
AXP icon
American Express
AXP
+$442K
5
AMZN icon
Amazon
AMZN
+$420K

Top Sells

1
+$1.52M
2
+$332K
3
+$218K
4
CTSH icon
Cognizant
CTSH
+$208K
5
CMCSA icon
Comcast
CMCSA
+$191K

Sector Composition

1 Technology 26.87%
2 Financials 11.92%
3 Healthcare 10.24%
4 Consumer Discretionary 8.57%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.99M 0.72%
12,987
+498
52
$2.74M 0.66%
7,473
-27
53
$2.7M 0.65%
20,414
+2,003
54
$2.69M 0.64%
62,135
-2,121
55
$2.63M 0.63%
8,435
+275
56
$2.59M 0.62%
14,617
+355
57
$2.58M 0.62%
5,577
+268
58
$2.5M 0.6%
11,451
+239
59
$2.49M 0.6%
12,176
+1,511
60
$2.38M 0.57%
34,279
-84
61
$2.34M 0.56%
32,928
+813
62
$2.26M 0.54%
43,090
+466
63
$2.24M 0.54%
9,383
+323
64
$2.06M 0.49%
7,374
-113
65
$1.97M 0.47%
31,428
-253
66
$1.85M 0.44%
3,500
-15
67
$1.78M 0.43%
5,940
+28
68
$1.74M 0.42%
10,701
+1,405
69
$1.71M 0.41%
12,671
+918
70
$1.55M 0.37%
14,298
-22
71
$1.55M 0.37%
4,693
+217
72
$1.55M 0.37%
14,276
-156
73
$1.5M 0.36%
23,622
-740
74
$1.5M 0.36%
19,758
+44
75
$1.45M 0.35%
19,802
-455
1 2
3
4 5