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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
$334M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$274K
2
+$228K
3
+$222K
4
AFL icon
Aflac
AFL
+$215K
5
AXP icon
American Express
AXP
+$185K

Top Sells

1
+$1.87M
2
+$659K
3
+$551K
4
AAPL icon
Apple
AAPL
+$423K
5
MSFT icon
Microsoft
MSFT
+$272K

Sector Composition

1 Technology 24.4%
2 Healthcare 13.53%
3 Financials 9.95%
4 Consumer Discretionary 8.46%
5 Consumer Staples 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.23M 0.37%
3,996
+174
77
$1.21M 0.36%
13,529
-970
78
$1.21M 0.36%
13,365
-25
79
$1.2M 0.36%
35,675
+6,757
80
$1.19M 0.36%
7,036
-747
81
$1.16M 0.35%
13,769
-184
82
$1.1M 0.33%
4,999
-435
83
$1.09M 0.33%
10,165
-84
84
$1.06M 0.32%
16,271
-951
85
$1.05M 0.31%
5,047
-85
86
$1.04M 0.31%
2
87
$950K 0.28%
10,884
-325
88
$923K 0.28%
6,685
-45
89
$882K 0.26%
3,971
-50
90
$872K 0.26%
1,261
-3
91
$864K 0.26%
28,478
-1,150
92
$813K 0.24%
7,840
93
$807K 0.24%
13,220
-1,200
94
$783K 0.23%
11,142
-430
95
$777K 0.23%
17,160
-375
96
$765K 0.23%
7,721
-840
97
$763K 0.23%
14,318
-431
98
$762K 0.23%
10,043
-185
99
$748K 0.22%
10,080
+196
100
$728K 0.22%
11,315
-30
2 3
4
5 6