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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
$354M
AUM Growth
-$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$632K
3
+$523K
4
NVDA icon
NVIDIA
NVDA
+$436K
5
ADI icon
Analog Devices
ADI
+$427K

Top Sells

1
+$672K
2
+$637K
3
+$380K
4
MXIM
Maxim Integrated Products
MXIM
+$372K
5
AAPL icon
Apple
AAPL
+$357K

Sector Composition

1 Technology 20.99%
2 Healthcare 12.24%
3 Financials 10.99%
4 Consumer Discretionary 8.8%
5 Communication Services 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.4M 0.4%
2,454
+24
77
$1.34M 0.38%
6,694
-37
78
$1.3M 0.37%
6,098
+190
79
$1.27M 0.36%
16,582
-100
80
$1.27M 0.36%
4,641
+373
81
$1.23M 0.35%
32,447
+592
82
$1.21M 0.34%
18,887
-930
83
$1.2M 0.34%
9,085
-5,074
84
$1.16M 0.33%
7,131
-510
85
$1.15M 0.33%
1,372
-35
86
$1.09M 0.31%
10,355
-115
87
$1.09M 0.31%
2,020
-63
88
$1.08M 0.3%
12,528
-160
89
$1.04M 0.29%
10,659
-190
90
$1.04M 0.29%
3,112
+1,260
91
$1.04M 0.29%
1,711
+199
92
$1.02M 0.29%
13,927
-125
93
$1.01M 0.29%
13,971
+75
94
$981K 0.28%
16,680
-910
95
$963K 0.27%
14,943
-80
96
$959K 0.27%
3,267
+2,152
97
$954K 0.27%
5,700
-388
98
$940K 0.27%
10,792
-508
99
$868K 0.25%
3,866
+15
100
$863K 0.24%
14,987
-377
2 3
4
5 6