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
$305M
AUM Growth
+$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.38M
3
+$1.09M
4
ORCL icon
Oracle
ORCL
+$603K
5
MSFT icon
Microsoft
MSFT
+$596K

Top Sells

1
+$1.39M
2
+$888K
3
+$592K
4
AMAT icon
Applied Materials
AMAT
+$477K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$427K

Sector Composition

1 Technology 15.26%
2 Financials 10.48%
3 Healthcare 10.46%
4 Communication Services 8.06%
5 Consumer Staples 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.3M 0.43%
32,768
+726
77
$1.3M 0.43%
23,271
-2,985
78
$1.24M 0.41%
34,778
-1,000
79
$1.23M 0.4%
14,738
+2,190
80
$1.23M 0.4%
7,564
-95
81
$1.21M 0.4%
43,277
-4,428
82
$1.21M 0.4%
21,857
-990
83
$1.15M 0.38%
44,514
+2,322
84
$1.15M 0.38%
19,526
-680
85
$1.13M 0.37%
32,787
-533
86
$1.13M 0.37%
18,293
-605
87
$1.12M 0.37%
6,643
+2,128
88
$1.08M 0.35%
18,845
-445
89
$1.05M 0.35%
20,726
-2,380
90
$1.05M 0.34%
41,300
+1,420
91
$1.04M 0.34%
13,745
-1,330
92
$1.03M 0.34%
60,959
-16,185
93
$999K 0.33%
18,150
+10,958
94
$992K 0.33%
7,851
+167
95
$965K 0.32%
7,993
-657
96
$938K 0.31%
18,959
-1,723
97
$935K 0.31%
8,605
-952
98
$934K 0.31%
2,650
-305
99
$915K 0.3%
3,929
-1,797
100
$912K 0.3%
3,718
-40
2 3
4
5 6