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
-$530K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$852K
2
+$555K
3
+$529K
4
UNH icon
UnitedHealth
UNH
+$443K
5
DRI icon
Darden Restaurants
DRI
+$225K

Top Sells

1
+$1.25M
2
+$1.18M
3
+$824K
4
ABBV icon
AbbVie
ABBV
+$800K
5
MDT icon
Medtronic
MDT
+$733K

Sector Composition

1 Technology 26.49%
2 Healthcare 12%
3 Financials 10.12%
4 Consumer Discretionary 8.47%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.29M 0.34%
23,457
-910
77
$1.25M 0.33%
5,144
+265
78
$1.21M 0.32%
6,656
-458
79
$1.18M 0.32%
13,811
-33
80
$1.15M 0.31%
12,555
-180
81
$1.12M 0.3%
14,203
-9,313
82
$1.11M 0.3%
12,451
-215
83
$1.02M 0.27%
4,294
84
$1,000K 0.27%
8,203
-590
85
$954K 0.25%
908
-60
86
$940K 0.25%
4,403
-100
87
$926K 0.25%
10,328
-250
88
$923K 0.25%
8,651
+430
89
$902K 0.24%
1,146
-22
90
$863K 0.23%
22,202
-746
91
$810K 0.22%
1,606
92
$805K 0.21%
1,225
-15
93
$804K 0.21%
10,367
-365
94
$788K 0.21%
11,228
+65
95
$773K 0.21%
5,592
-43
96
$727K 0.19%
15,970
-200
97
$727K 0.19%
13,706
-94
98
$725K 0.19%
9,473
-646
99
$706K 0.19%
40,819
-4,230
100
$687K 0.18%
6,780
-275
2 3
4
5 6