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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
$356M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$957K
3
+$844K
4
NVDA icon
NVIDIA
NVDA
+$748K
5
ABT icon
Abbott
ABT
+$727K

Top Sells

1
+$1.03M
2
+$925K
3
+$838K
4
IBM icon
IBM
IBM
+$819K
5
KMB icon
Kimberly-Clark
KMB
+$506K

Sector Composition

1 Technology 20.63%
2 Healthcare 12.21%
3 Financials 10.69%
4 Communication Services 8.76%
5 Consumer Discretionary 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.51M 0.42%
22,391
+520
77
$1.44M 0.4%
5,908
-674
78
$1.34M 0.38%
6,731
-330
79
$1.25M 0.35%
19,817
+75
80
$1.25M 0.35%
16,682
-770
81
$1.23M 0.35%
1,407
-56
82
$1.23M 0.34%
31,855
+404
83
$1.23M 0.34%
2,430
+451
84
$1.19M 0.33%
4,268
+531
85
$1.18M 0.33%
7,641
+488
86
$1.11M 0.31%
10,849
+700
87
$1.11M 0.31%
17,590
-473
88
$1.09M 0.31%
12,688
+430
89
$1.07M 0.3%
10,470
-1,302
90
$1.03M 0.29%
14,052
-1,227
91
$1.02M 0.29%
2,083
-88
92
$1.01M 0.28%
6,088
-435
93
$996K 0.28%
13,896
-2,735
94
$972K 0.27%
15,364
-1,003
95
$949K 0.27%
15,023
-720
96
$939K 0.26%
3,851
-130
97
$915K 0.26%
19,190
-50
98
$880K 0.25%
14,949
+542
99
$879K 0.25%
11,300
-1,145
100
$844K 0.24%
+1,512
2 3
4
5 6