PT

Plimoth Trust Portfolio holdings

AUM $449M
1-Year Est. Return 22.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$417M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$532K
3
+$450K
4
AXP icon
American Express
AXP
+$442K
5
AMZN icon
Amazon
AMZN
+$420K

Top Sells

1
+$1.52M
2
+$332K
3
+$218K
4
CTSH icon
Cognizant
CTSH
+$208K
5
CMCSA icon
Comcast
CMCSA
+$191K

Sector Composition

1 Technology 26.87%
2 Financials 11.92%
3 Healthcare 10.24%
4 Consumer Discretionary 8.57%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.41M 0.34%
5,287
+315
77
$1.3M 0.31%
8,828
-458
78
$1.29M 0.31%
11,805
+222
79
$1.26M 0.3%
27,279
-260
80
$1.26M 0.3%
52,035
-240
81
$1.23M 0.29%
65,205
+2,430
82
$1.22M 0.29%
3,971
-32
83
$1.19M 0.28%
11,841
-70
84
$1.14M 0.27%
11,323
-1,654
85
$1.12M 0.27%
1,063
+7
86
$1.09M 0.26%
5,968
-47
87
$1.06M 0.26%
29,801
-5,521
88
$1.06M 0.25%
10,328
89
$964K 0.23%
4,140
-185
90
$956K 0.23%
+11,455
91
$914K 0.22%
9,952
-60
92
$890K 0.21%
11,068
+20
93
$881K 0.21%
15,028
-112
94
$879K 0.21%
1,116
-27
95
$879K 0.21%
10,575
-50
96
$849K 0.2%
10,485
-513
97
$827K 0.2%
19,227
-150
98
$818K 0.2%
9,388
-326
99
$793K 0.19%
8,037
-550
100
$789K 0.19%
2,690
-235
2 3
4
5 6