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
$279M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$9.61M
2
+$8.84M
3
+$6.97M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$6.81M
5
JPM icon
JPMorgan Chase
JPM
+$6.58M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.1%
2 Healthcare 12.48%
3 Financials 10.61%
4 Industrials 8.93%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.19M 0.43%
+12,180
77
$1.18M 0.42%
+20,661
78
$1.14M 0.41%
+9,736
79
$1.14M 0.41%
+38,517
80
$1.09M 0.39%
+27,971
81
$1.07M 0.38%
+10,883
82
$1.07M 0.38%
+38,129
83
$1.05M 0.38%
+10,113
84
$1.02M 0.37%
+11,180
85
$994K 0.36%
+6,763
86
$949K 0.34%
+19,728
87
$931K 0.33%
+24,364
88
$900K 0.32%
+16,398
89
$883K 0.32%
+12,649
90
$879K 0.31%
+2,738
91
$873K 0.31%
+16,680
92
$868K 0.31%
+9,861
93
$865K 0.31%
+77,450
94
$863K 0.31%
+14,228
95
$844K 0.3%
+21,086
96
$843K 0.3%
+15,980
97
$840K 0.3%
+3,298
98
$838K 0.3%
+11,073
99
$825K 0.3%
+6,283
100
$824K 0.3%
+13,561
2 3
4
5 6