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
$310M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$424K
2
+$316K
3
+$265K
4
ETN icon
Eaton
ETN
+$257K
5
AFL icon
Aflac
AFL
+$237K

Top Sells

1
+$570K
2
+$444K
3
+$395K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$357K
5
CTXS
Citrix Systems Inc
CTXS
+$301K

Sector Composition

1 Technology 19.72%
2 Healthcare 15.01%
3 Financials 11.04%
4 Consumer Staples 8.2%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.26M 0.41%
9,140
-442
77
$1.26M 0.41%
14,240
-840
78
$1.13M 0.36%
5,272
-845
79
$1.13M 0.36%
32,976
-15
80
$1.12M 0.36%
4,251
-165
81
$1.1M 0.36%
21,131
-854
82
$1.07M 0.35%
8,327
+211
83
$1.06M 0.34%
13,883
-447
84
$1.06M 0.34%
10,764
-6
85
$1.04M 0.33%
14,769
-735
86
$983K 0.32%
9,799
-1,552
87
$956K 0.31%
7,045
-48
88
$956K 0.31%
9,631
-425
89
$947K 0.31%
3,549
+98
90
$937K 0.3%
2
91
$897K 0.29%
1,266
-82
92
$883K 0.28%
10,513
-440
93
$869K 0.28%
12,008
-176
94
$862K 0.28%
17,971
-132
95
$856K 0.28%
11,249
-90
96
$841K 0.27%
11,772
-185
97
$837K 0.27%
18,315
-55
98
$814K 0.26%
9,475
-235
99
$807K 0.26%
7,840
+75
100
$789K 0.25%
7,796
-40
2 3
4
5 6