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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
$289M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.73M
3
+$1.69M
4
STI
SunTrust Banks, Inc.
STI
+$1.43M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.07M

Top Sells

1
+$460K
2
+$422K
3
+$252K
4
AMLP icon
Alerian MLP ETF
AMLP
+$250K
5
BA icon
Boeing
BA
+$231K

Sector Composition

1 Technology 14.45%
2 Financials 12.97%
3 Healthcare 12.13%
4 Industrials 9.02%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.21M 0.42%
17,976
-595
77
$1.17M 0.41%
19,584
-1,077
78
$1.17M 0.4%
38,910
+393
79
$1.14M 0.39%
14,016
-919
80
$1.14M 0.39%
40,925
-6,460
81
$1.11M 0.38%
6,943
+2,675
82
$1.11M 0.38%
7,535
-1,355
83
$1.08M 0.37%
9,497
-239
84
$1.07M 0.37%
26,336
+1,972
85
$1.05M 0.36%
28,909
+938
86
$1.03M 0.36%
10,202
-681
87
$1.01M 0.35%
43,693
-5,780
88
$1.01M 0.35%
36,313
-1,816
89
$984K 0.34%
6,804
+521
90
$983K 0.34%
9,893
-220
91
$971K 0.34%
10,461
+600
92
$964K 0.33%
18,680
+2,000
93
$951K 0.33%
10,048
-1,132
94
$929K 0.32%
18,362
+1,964
95
$917K 0.32%
15,468
+9,057
96
$915K 0.32%
+6,672
97
$914K 0.32%
6,601
-162
98
$905K 0.31%
12,649
99
$895K 0.31%
14,355
+794
100
$881K 0.3%
+10,300
2 3
4
5 6