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
$281M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.62M
3
+$1.41M
4
MDT icon
Medtronic
MDT
+$1.36M
5
CB icon
Chubb
CB
+$1.35M

Top Sells

1
+$2.62M
2
+$969K
3
+$797K
4
MCHP icon
Microchip Technology
MCHP
+$733K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$611K

Sector Composition

1 Technology 20.03%
2 Healthcare 12.7%
3 Financials 9.32%
4 Communication Services 8.77%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.13M 0.4%
21,382
-13,928
77
$1.07M 0.38%
32,183
+1,309
78
$1.07M 0.38%
14,901
-260
79
$1.06M 0.38%
1,941
-590
80
$1.01M 0.36%
5,254
+276
81
$1M 0.36%
19,303
+710
82
$990K 0.35%
6,691
+530
83
$987K 0.35%
7,805
-45
84
$977K 0.35%
21,743
-876
85
$933K 0.33%
27,397
-7,298
86
$894K 0.32%
16,401
-740
87
$891K 0.32%
5,142
-2,052
88
$885K 0.31%
12,886
+1,716
89
$868K 0.31%
23,578
+11,626
90
$860K 0.31%
33,241
+804
91
$822K 0.29%
17,522
+372
92
$819K 0.29%
13,954
+1,649
93
$806K 0.29%
20,535
-4,530
94
$802K 0.29%
+3
95
$799K 0.28%
2,698
-136
96
$768K 0.27%
8,067
-5,223
97
$761K 0.27%
18,305
+640
98
$751K 0.27%
+12,000
99
$741K 0.26%
13,405
-5,490
100
$676K 0.24%
6,291
-1,076
2 3
4
5 6