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
$417M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1 +$956K
2 +$635K
3 +$501K
4
AMZN icon
Amazon
AMZN
+$466K
5
MRK icon
Merck
MRK
+$448K

Top Sells

1 +$1.54M
2 +$379K
3 +$218K
4
CTSH icon
Cognizant
CTSH
+$208K
5
CMCSA icon
Comcast
CMCSA
+$197K

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
UNP icon
51
Union Pacific
UNP
$134B
$2.99M 0.72%
12,987
+498
HD icon
52
Home Depot
HD
$390B
$2.74M 0.66%
7,473
-27
PEP icon
53
PepsiCo
PEP
$210B
$2.7M 0.65%
20,414
+2,003
VZ icon
54
Verizon
VZ
$171B
$2.69M 0.64%
62,135
-2,121
UNH icon
55
UnitedHealth
UNH
$323B
$2.63M 0.63%
8,435
+275
GOOG icon
56
Alphabet (Google) Class C
GOOG
$3.07T
$2.59M 0.62%
14,617
+355
LMT icon
57
Lockheed Martin
LMT
$116B
$2.58M 0.62%
5,577
+268
DRI icon
58
Darden Restaurants
DRI
$21.9B
$2.5M 0.6%
11,451
+239
PANW icon
59
Palo Alto Networks
PANW
$141B
$2.49M 0.6%
12,176
+1,511
CSCO icon
60
Cisco
CSCO
$277B
$2.38M 0.57%
34,279
-84
NKE icon
61
Nike
NKE
$99.6B
$2.34M 0.56%
32,928
+813
XLF icon
62
Financial Select Sector SPDR Fund
XLF
$53.7B
$2.26M 0.54%
43,090
+466
TMUS icon
63
T-Mobile US
TMUS
$258B
$2.24M 0.54%
9,383
+323
VO icon
64
Vanguard Mid-Cap ETF
VO
$87.5B
$2.06M 0.49%
7,374
-113
EEMV icon
65
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.74B
$1.97M 0.47%
31,428
-253
GEV icon
66
GE Vernova
GEV
$163B
$1.85M 0.44%
3,500
-15
ACN icon
67
Accenture
ACN
$148B
$1.78M 0.43%
5,940
+28
STZ icon
68
Constellation Brands
STZ
$24.6B
$1.74M 0.42%
10,701
+1,405
XLV icon
69
Health Care Select Sector SPDR Fund
XLV
$35.3B
$1.71M 0.41%
12,671
+918
XLC icon
70
The Communication Services Select Sector SPDR Fund
XLC
$27.5B
$1.55M 0.37%
14,298
-22
CI icon
71
Cigna
CI
$79.9B
$1.55M 0.37%
4,693
+217
XLY icon
72
Consumer Discretionary Select Sector SPDR Fund
XLY
$24B
$1.55M 0.37%
7,138
-78
DWM icon
73
WisdomTree International Equity Fund
DWM
$605M
$1.5M 0.36%
23,622
-740
SYY icon
74
Sysco
SYY
$38.2B
$1.5M 0.36%
19,758
+44
TD icon
75
Toronto Dominion Bank
TD
$135B
$1.45M 0.35%
19,802
-455