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
$375M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$702K
3
+$609K
4
DRI icon
Darden Restaurants
DRI
+$598K
5
ADBE icon
Adobe
ADBE
+$541K

Top Sells

1
+$849K
2
+$831K
3
+$813K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$806K
5
MDT icon
Medtronic
MDT
+$707K

Sector Composition

1 Technology 24.73%
2 Healthcare 12.7%
3 Financials 10.64%
4 Consumer Discretionary 8.91%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.39M 0.37%
4,878
+919
77
$1.39M 0.37%
25,304
-435
78
$1.31M 0.35%
7,114
+10
79
$1.22M 0.32%
4,879
+790
80
$1.15M 0.31%
12,666
-15
81
$1.14M 0.3%
12,735
-229
82
$1.13M 0.3%
13,844
-362
83
$1.11M 0.3%
8,793
+27
84
$1.07M 0.29%
4,294
-70
85
$974K 0.26%
1,168
-20
86
$932K 0.25%
968
-164
87
$924K 0.25%
4,503
-134
88
$909K 0.24%
8,221
+1,890
89
$895K 0.24%
22,948
-1,775
90
$848K 0.23%
10,578
-420
91
$827K 0.22%
11,163
-120
92
$806K 0.21%
1,240
-5
93
$799K 0.21%
13,800
-527
94
$797K 0.21%
45,049
-12,201
95
$780K 0.21%
1,606
+221
96
$773K 0.21%
10,119
-290
97
$770K 0.21%
10,732
-380
98
$738K 0.2%
11,318
-34
99
$732K 0.2%
8,478
-400
100
$729K 0.19%
5,635
-675
2 3
4
5 6