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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
$298M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$720K
2
+$713K
3
+$601K
4
SYK icon
Stryker
SYK
+$593K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$547K

Top Sells

1
+$1.4M
2
+$614K
3
+$501K
4
DRI icon
Darden Restaurants
DRI
+$442K
5
GILD icon
Gilead Sciences
GILD
+$422K

Sector Composition

1 Technology 20.28%
2 Healthcare 12.52%
3 Financials 8.92%
4 Consumer Discretionary 8.83%
5 Communication Services 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.12M 0.37%
7,491
-314
77
$1.11M 0.37%
15,120
-3,760
78
$1.09M 0.36%
21,703
-40
79
$1.07M 0.36%
20,932
-450
80
$1.06M 0.36%
19,602
+299
81
$1.01M 0.34%
1,789
-152
82
$974K 0.33%
28,389
-12,027
83
$960K 0.32%
3
84
$957K 0.32%
6,951
+260
85
$953K 0.32%
4,512
-630
86
$907K 0.3%
11,793
-1,093
87
$880K 0.3%
2,698
88
$870K 0.29%
17,652
+130
89
$866K 0.29%
33,984
+743
90
$849K 0.28%
13,239
-715
91
$848K 0.28%
23,650
+72
92
$842K 0.28%
16,247
-154
93
$825K 0.28%
8,232
+165
94
$820K 0.28%
12,040
+40
95
$812K 0.27%
26,176
-1,221
96
$776K 0.26%
3,643
-24
97
$762K 0.26%
12,765
-640
98
$753K 0.25%
19,495
-1,040
99
$701K 0.24%
17,405
-900
100
$696K 0.23%
5,781
-510
2 3
4
5 6