PT

Plimoth Trust Portfolio holdings

AUM $447M
1-Year Est. Return 24.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$840K
3
+$774K
4
GLD icon
SPDR Gold Trust
GLD
+$759K
5
CRM icon
Salesforce
CRM
+$527K

Top Sells

1
+$886K
2
+$707K
3
+$705K
4
JNJ icon
Johnson & Johnson
JNJ
+$637K
5
JPM icon
JPMorgan Chase
JPM
+$637K

Sector Composition

1 Technology 27.83%
2 Financials 11.66%
3 Healthcare 10.03%
4 Industrials 8.44%
5 Communication Services 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.47M 0.33%
12,350
+545
77
$1.43M 0.32%
4,959
+266
78
$1.33M 0.3%
68,445
+3,240
79
$1.32M 0.3%
8,546
-282
80
$1.28M 0.29%
50,365
-1,670
81
$1.22M 0.28%
1,049
-14
82
$1.18M 0.27%
11,776
-65
83
$1.16M 0.26%
25,734
-1,545
84
$1.11M 0.25%
3,766
-205
85
$1.07M 0.24%
13,007
-6,751
86
$1.05M 0.24%
10,328
87
$986K 0.22%
14,933
-95
88
$985K 0.22%
10,575
89
$946K 0.21%
5,833
-135
90
$918K 0.21%
9,687
-265
91
$917K 0.21%
3,259
+5
92
$906K 0.21%
10,998
-70
93
$877K 0.2%
10,505
-818
94
$858K 0.19%
4,324
-69
95
$846K 0.19%
+2,381
96
$840K 0.19%
18,372
-855
97
$815K 0.18%
1,217
-2
98
$774K 0.18%
8,122
-1,266
99
$759K 0.17%
+3,438
100
$754K 0.17%
1
2 3
4
5 6