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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
$322M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$484K
2
+$458K
3
+$358K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$278K
5
AMZN icon
Amazon
AMZN
+$243K

Top Sells

1
+$654K
2
+$652K
3
+$569K
4
MMM icon
3M
MMM
+$554K
5
AAPL icon
Apple
AAPL
+$383K

Sector Composition

1 Technology 22.99%
2 Healthcare 13.86%
3 Financials 9.71%
4 Consumer Discretionary 8.25%
5 Consumer Staples 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.21M 0.38%
14,499
-270
77
$1.21M 0.38%
5,434
-165
78
$1.21M 0.37%
7,786
-1,354
79
$1.19M 0.37%
13,953
+70
80
$1.16M 0.36%
7,783
-544
81
$1.09M 0.34%
3,822
+273
82
$1.04M 0.32%
10,249
-515
83
$1.01M 0.31%
29,628
-910
84
$998K 0.31%
17,222
-749
85
$981K 0.3%
5,132
-140
86
$972K 0.3%
4,021
-230
87
$931K 0.29%
2
88
$930K 0.29%
28,918
-4,058
89
$910K 0.28%
11,209
-40
90
$903K 0.28%
6,730
-315
91
$891K 0.28%
8,561
-1,070
92
$846K 0.26%
1,264
-2
93
$809K 0.25%
14,749
+167
94
$805K 0.25%
11,572
-200
95
$798K 0.25%
14,420
-20
96
$792K 0.25%
7,840
97
$782K 0.24%
17,535
-780
98
$772K 0.24%
9,300
-175
99
$760K 0.24%
10,228
-285
100
$738K 0.23%
9,884
-333
2 3
4
5 6