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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
$305M
AUM Growth
+$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.38M
3
+$1.09M
4
ORCL icon
Oracle
ORCL
+$603K
5
MSFT icon
Microsoft
MSFT
+$596K

Top Sells

1
+$1.39M
2
+$888K
3
+$592K
4
AMAT icon
Applied Materials
AMAT
+$477K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$427K

Sector Composition

1 Technology 15.26%
2 Financials 10.48%
3 Healthcare 10.46%
4 Communication Services 8.06%
5 Consumer Staples 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$906K 0.3%
35,885
+650
102
$901K 0.3%
14,780
+420
103
$898K 0.29%
23,105
+236
104
$882K 0.29%
11,366
-938
105
$874K 0.29%
7,977
-2,282
106
$843K 0.28%
14,247
+230
107
$828K 0.27%
5,899
-345
108
$814K 0.27%
5,046
+1,640
109
$802K 0.26%
14,076
-620
110
$798K 0.26%
11,940
+5,590
111
$795K 0.26%
5,348
-85
112
$791K 0.26%
18,081
-5,785
113
$776K 0.25%
8,931
-915
114
$760K 0.25%
2,859
-132
115
$754K 0.25%
15,534
-1,937
116
$736K 0.24%
11,981
-1,381
117
$735K 0.24%
8,260
-2,024
118
$727K 0.24%
3,672
119
$713K 0.23%
3,215
-129
120
$712K 0.23%
4,505
-145
121
$705K 0.23%
9,445
-409
122
$704K 0.23%
12,724
+610
123
$695K 0.23%
4,725
-150
124
$688K 0.23%
14,438
-2,664
125
$687K 0.23%
6,242
+1,270
3 4
5
6 7