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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
$304M
AUM Growth
+$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1M
3
+$889K
4
DOW icon
Dow Inc
DOW
+$843K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$632K

Top Sells

1
+$1.25M
2
+$1.01M
3
+$609K
4
DD icon
DuPont de Nemours
DD
+$591K
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$550K

Sector Composition

1 Technology 14.89%
2 Healthcare 11.38%
3 Financials 10.39%
4 Industrials 7.57%
5 Communication Services 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$899K 0.3%
9,846
-3,145
102
$898K 0.3%
10,284
-2,262
103
$897K 0.3%
14,696
-45
104
$895K 0.29%
3,758
-40
105
$889K 0.29%
+35,235
106
$886K 0.29%
22,869
+3,211
107
$843K 0.28%
+17,102
108
$833K 0.27%
17,471
+1,421
109
$813K 0.27%
5,433
-5
110
$791K 0.26%
4,650
-150
111
$788K 0.26%
4,515
-239
112
$786K 0.26%
14,017
+605
113
$782K 0.26%
2,991
114
$776K 0.26%
13,362
-295
115
$776K 0.26%
14,360
-100
116
$757K 0.25%
3,344
+115
117
$750K 0.25%
9,854
-1,520
118
$733K 0.24%
7,740
+3,000
119
$725K 0.24%
3,672
120
$707K 0.23%
4,875
+425
121
$706K 0.23%
7,191
+50
122
$664K 0.22%
12,104
-515
123
$662K 0.22%
12,114
+3,735
124
$642K 0.21%
5,561
-319
125
$633K 0.21%
12,726
+415
3 4
5
6 7