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
$339M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.15M
3
+$1.14M
4
MMM icon
3M
MMM
+$1.11M
5
AMZN icon
Amazon
AMZN
+$1.05M

Top Sells

1
+$1.8M
2
+$1.75M
3
+$1.3M
4
PFE icon
Pfizer
PFE
+$778K
5
INTC icon
Intel
INTC
+$743K

Sector Composition

1 Technology 20.09%
2 Healthcare 12.1%
3 Financials 10.58%
4 Communication Services 8.98%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.35M 0.4%
17,452
-380
77
$1.33M 0.39%
7,061
-294
78
$1.3M 0.38%
5,259
+5
79
$1.24M 0.37%
16,631
+1,810
80
$1.16M 0.34%
15,279
-3,853
81
$1.15M 0.34%
+31,451
82
$1.11M 0.33%
19,742
+210
83
$1.1M 0.33%
1,463
-76
84
$1.07M 0.32%
11,772
+900
85
$1.05M 0.31%
16,367
+784
86
$1.03M 0.3%
3,981
-231
87
$1.01M 0.3%
18,063
-2,148
88
$1M 0.3%
16,142
-2,000
89
$999K 0.29%
10,149
-1,051
90
$984K 0.29%
19,240
+200
91
$970K 0.29%
12,258
+555
92
$958K 0.28%
10,690
-1,194
93
$957K 0.28%
14,807
-2,054
94
$955K 0.28%
3,737
+84
95
$944K 0.28%
15,743
-1,022
96
$923K 0.27%
6,523
-899
97
$910K 0.27%
6,485
-350
98
$910K 0.27%
7,153
+221
99
$903K 0.27%
1,979
+504
100
$873K 0.26%
12,445
+120
2 3
4
5 6