PT

Plimoth Trust Portfolio holdings

AUM $447M
1-Year Est. Return 24.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$840K
3
+$774K
4
GLD icon
SPDR Gold Trust
GLD
+$759K
5
CRM icon
Salesforce
CRM
+$527K

Top Sells

1
+$886K
2
+$707K
3
+$705K
4
JNJ icon
Johnson & Johnson
JNJ
+$637K
5
JPM icon
JPMorgan Chase
JPM
+$637K

Sector Composition

1 Technology 27.83%
2 Financials 11.66%
3 Healthcare 10.03%
4 Industrials 8.44%
5 Communication Services 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.02M 0.68%
26,404
-1,827
52
$2.93M 0.66%
7,233
-240
53
$2.85M 0.65%
8,263
-172
54
$2.81M 0.64%
19,999
-415
55
$2.69M 0.61%
5,879
-154
56
$2.61M 0.59%
59,404
-2,731
57
$2.49M 0.56%
27,250
-7,773
58
$2.4M 0.54%
12,582
+1,131
59
$2.39M 0.54%
9,993
+610
60
$2.34M 0.53%
26,780
+15,325
61
$2.33M 0.53%
34,019
-260
62
$2.3M 0.52%
33,021
+93
63
$2.25M 0.51%
4,514
-1,063
64
$2.21M 0.5%
30,108
+612
65
$2.18M 0.49%
40,445
-2,645
66
$2.15M 0.49%
3,495
-5
67
$2.01M 0.45%
31,436
+8
68
$1.76M 0.4%
14,850
+552
69
$1.63M 0.37%
11,678
-993
70
$1.62M 0.37%
13,550
-726
71
$1.62M 0.37%
12,023
+1,322
72
$1.57M 0.35%
23,657
+35
73
$1.53M 0.35%
6,197
+257
74
$1.49M 0.34%
18,672
-1,130
75
$1.48M 0.33%
5,289
+2
1 2
3
4 5