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
$304M
AUM Growth
+$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1M
3
+$889K
4
DOW icon
Dow Inc
DOW
+$843K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$632K

Top Sells

1
+$1.25M
2
+$1.01M
3
+$609K
4
DD icon
DuPont de Nemours
DD
+$591K
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$550K

Sector Composition

1 Technology 14.89%
2 Healthcare 11.38%
3 Financials 10.39%
4 Industrials 7.57%
5 Communication Services 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.31M 0.43%
32,042
-900
77
$1.31M 0.43%
7,659
-670
78
$1.27M 0.42%
23,106
-1,311
79
$1.26M 0.41%
16,742
-7,876
80
$1.2M 0.39%
22,847
-565
81
$1.19M 0.39%
10,259
+1,925
82
$1.18M 0.39%
15,075
-140
83
$1.14M 0.38%
35,778
-985
84
$1.14M 0.38%
33,320
-974
85
$1.12M 0.37%
19,290
+425
86
$1.11M 0.37%
23,866
+4,135
87
$1.07M 0.35%
5,568
-720
88
$1.06M 0.35%
12,548
-245
89
$1.05M 0.34%
2,955
-16
90
$1.05M 0.34%
7,684
+458
91
$1.05M 0.34%
36,082
-86
92
$1.04M 0.34%
18,898
-485
93
$1.04M 0.34%
+42,192
94
$1.04M 0.34%
20,206
-120
95
$1.03M 0.34%
8,650
-248
96
$1.02M 0.34%
20,682
-331
97
$1M 0.33%
+39,880
98
$952K 0.31%
12,304
-127
99
$931K 0.31%
9,557
-925
100
$910K 0.3%
6,244
-125
2 3
4
5 6