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
$384M
AUM Growth
-$5.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.3M
3
+$2.1M
4
NVDA icon
NVIDIA
NVDA
+$1.62M
5
CI icon
Cigna
CI
+$1.47M

Top Sells

1
+$1.69M
2
+$1.62M
3
+$1.6M
4
CRM icon
Salesforce
CRM
+$1.2M
5
WMT icon
Walmart
WMT
+$1.06M

Sector Composition

1 Technology 24.48%
2 Healthcare 11.79%
3 Financials 11.49%
4 Consumer Discretionary 8.74%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.32M 0.35%
52,275
-4,470
77
$1.32M 0.34%
11,911
-150
78
$1.31M 0.34%
4,972
+448
79
$1.3M 0.34%
35,322
-16,023
80
$1.22M 0.32%
4,003
-56
81
$1.22M 0.32%
9,286
+1,486
82
$1.21M 0.32%
20,257
-1,060
83
$1.21M 0.32%
11,583
+2,117
84
$1.2M 0.31%
62,775
-6,349
85
$1.07M 0.28%
3,515
+236
86
$999K 0.26%
1,056
-3
87
$955K 0.25%
6,015
-345
88
$921K 0.24%
10,012
-235
89
$916K 0.24%
4,325
-63
90
$909K 0.24%
15,140
-475
91
$908K 0.24%
10,625
-465
92
$898K 0.23%
10,998
+889
93
$896K 0.23%
8,587
-1,164
94
$889K 0.23%
10,328
95
$887K 0.23%
11,048
-180
96
$875K 0.23%
2,925
-1,968
97
$873K 0.23%
9,714
+1,101
98
$798K 0.21%
1
99
$797K 0.21%
19,377
-1,140
100
$784K 0.2%
6,995
-170
2 3
4
5 6