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
$281M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.62M
3
+$1.41M
4
MDT icon
Medtronic
MDT
+$1.36M
5
CB icon
Chubb
CB
+$1.35M

Top Sells

1
+$2.62M
2
+$969K
3
+$797K
4
MCHP icon
Microchip Technology
MCHP
+$733K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$611K

Sector Composition

1 Technology 20.03%
2 Healthcare 12.7%
3 Financials 9.32%
4 Communication Services 8.77%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$658K 0.23%
3,588
-1,426
102
$655K 0.23%
3,667
+280
103
$650K 0.23%
9,286
-255
104
$649K 0.23%
5,275
-121
105
$649K 0.23%
2,686
-289
106
$641K 0.23%
10,336
-1,339
107
$631K 0.22%
2,036
-173
108
$616K 0.22%
2,030
+970
109
$610K 0.22%
9,095
-100
110
$593K 0.21%
+9,735
111
$589K 0.21%
9,410
-8,305
112
$581K 0.21%
9,144
-3,956
113
$578K 0.21%
7,626
-12,784
114
$566K 0.2%
4,958
-250
115
$561K 0.2%
13,688
-870
116
$557K 0.2%
19,671
-28,131
117
$539K 0.19%
+10,744
118
$534K 0.19%
3,404
-519
119
$534K 0.19%
3,560
-680
120
$525K 0.19%
7,171
-840
121
$505K 0.18%
5,792
-966
122
$503K 0.18%
13,784
+1,837
123
$491K 0.17%
3,835
-780
124
$484K 0.17%
11,876
-1,133
125
$472K 0.17%
11,136
+42
3 4
5
6 7