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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
$339M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.15M
3
+$1.14M
4
MMM icon
3M
MMM
+$1.11M
5
AMZN icon
Amazon
AMZN
+$1.05M

Top Sells

1
+$1.8M
2
+$1.75M
3
+$1.3M
4
PFE icon
Pfizer
PFE
+$778K
5
INTC icon
Intel
INTC
+$743K

Sector Composition

1 Technology 20.09%
2 Healthcare 12.1%
3 Financials 10.58%
4 Communication Services 8.98%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$870K 0.26%
12,730
-848
102
$863K 0.25%
14,407
+1,228
103
$856K 0.25%
27,444
-3,321
104
$832K 0.25%
2,171
-150
105
$812K 0.24%
13,354
-1,940
106
$809K 0.24%
15,229
-93
107
$795K 0.23%
15,533
+576
108
$789K 0.23%
2,107
+365
109
$771K 0.23%
2
110
$765K 0.23%
9,095
111
$761K 0.22%
8,570
-245
112
$754K 0.22%
18,662
-635
113
$733K 0.22%
8,727
-155
114
$730K 0.22%
8,092
-714
115
$718K 0.21%
14,436
-1,696
116
$717K 0.21%
7,526
+85
117
$689K 0.2%
2,965
-160
118
$668K 0.2%
1,895
-30
119
$634K 0.19%
5,050
-50
120
$607K 0.18%
+45,520
121
$597K 0.18%
5,335
-425
122
$589K 0.17%
3,914
-293
123
$584K 0.17%
1,468
-40
124
$567K 0.17%
2,018
-170
125
$561K 0.17%
3,060
-670
3 4
5
6 7