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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
$394M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$839K
3
+$674K
4
ATVI
Activision Blizzard
ATVI
+$656K
5
CRM icon
Salesforce
CRM
+$655K

Top Sells

1
+$857K
2
+$759K
3
+$538K
4
AAPL icon
Apple
AAPL
+$347K
5
IBM icon
IBM
IBM
+$254K

Sector Composition

1 Technology 22.48%
2 Healthcare 12.5%
3 Financials 10.31%
4 Consumer Discretionary 9.2%
5 Communication Services 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.57M 0.4%
2,358
-96
77
$1.56M 0.4%
10,752
+3,621
78
$1.56M 0.4%
39,893
-2,157
79
$1.46M 0.37%
4,881
+240
80
$1.45M 0.37%
6,944
-40
81
$1.43M 0.36%
6,373
+275
82
$1.43M 0.36%
16,392
-190
83
$1.38M 0.35%
19,032
+145
84
$1.33M 0.34%
22,649
-1,233
85
$1.29M 0.33%
2,037
+326
86
$1.27M 0.32%
1,970
-50
87
$1.25M 0.32%
1,363
-9
88
$1.21M 0.31%
3,505
+238
89
$1.21M 0.31%
14,136
+165
90
$1.2M 0.3%
12,602
+74
91
$1.19M 0.3%
11,249
+590
92
$1.18M 0.3%
8,248
-837
93
$1.1M 0.28%
16,607
+9,852
94
$1.1M 0.28%
10,195
-160
95
$1.08M 0.27%
13,715
-212
96
$1.04M 0.26%
14,383
-560
97
$1.01M 0.26%
16,493
-187
98
$962K 0.24%
1,694
-94
99
$953K 0.24%
13,570
-1,144
100
$948K 0.24%
23,031
-1,142
2 3
4
5 6