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
$279M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$9.61M
2
+$8.84M
3
+$6.97M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$6.81M
5
JPM icon
JPMorgan Chase
JPM
+$6.58M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.1%
2 Healthcare 12.48%
3 Financials 10.61%
4 Industrials 8.93%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$792K 0.28%
+4,675
102
$785K 0.28%
+3,989
103
$765K 0.27%
+23,198
104
$763K 0.27%
+5,223
105
$753K 0.27%
+4,268
106
$751K 0.27%
+5,539
107
$746K 0.27%
+18,326
108
$737K 0.26%
+6,455
109
$735K 0.26%
+9,975
110
$699K 0.25%
+12,302
111
$690K 0.25%
+4,068
112
$689K 0.25%
+3,298
113
$689K 0.25%
+8,526
114
$658K 0.24%
+15,012
115
$648K 0.23%
+5,240
116
$618K 0.22%
+8,870
117
$601K 0.22%
+23,254
118
$599K 0.21%
+3,390
119
$591K 0.21%
+11,689
120
$590K 0.21%
+5,054
121
$573K 0.21%
+3,492
122
$563K 0.2%
+2,771
123
$542K 0.19%
+2,884
124
$540K 0.19%
+3,447
125
$537K 0.19%
+7,399
3 4
5
6 7