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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
$298M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$720K
2
+$713K
3
+$601K
4
SYK icon
Stryker
SYK
+$593K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$547K

Top Sells

1
+$1.4M
2
+$614K
3
+$501K
4
DRI icon
Darden Restaurants
DRI
+$442K
5
GILD icon
Gilead Sciences
GILD
+$422K

Sector Composition

1 Technology 20.28%
2 Healthcare 12.52%
3 Financials 8.92%
4 Consumer Discretionary 8.83%
5 Communication Services 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$683K 0.23%
10,752
+1,017
102
$676K 0.23%
2,268
-418
103
$673K 0.23%
8,966
-320
104
$671K 0.23%
1,890
-140
105
$668K 0.22%
5,275
106
$630K 0.21%
11,439
+695
107
$624K 0.21%
9,506
-830
108
$620K 0.21%
13,186
+1,310
109
$620K 0.21%
16,166
-16,017
110
$578K 0.19%
12,778
-910
111
$572K 0.19%
3,463
-125
112
$561K 0.19%
19,398
-273
113
$559K 0.19%
3,840
+5
114
$555K 0.19%
14,919
+1,135
115
$553K 0.19%
2,897
-507
116
$552K 0.19%
7,682
-1,728
117
$551K 0.18%
7,183
+12
118
$537K 0.18%
3,485
-75
119
$514K 0.17%
4,743
-215
120
$507K 0.17%
1,509
-527
121
$500K 0.17%
8,432
-712
122
$476K 0.16%
9,095
123
$450K 0.15%
1,530
124
$446K 0.15%
5,132
-660
125
$446K 0.15%
6,352
-327
3 4
5
6 7