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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
$356M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$957K
3
+$844K
4
NVDA icon
NVIDIA
NVDA
+$748K
5
ABT icon
Abbott
ABT
+$727K

Top Sells

1
+$1.03M
2
+$925K
3
+$838K
4
IBM icon
IBM
IBM
+$819K
5
KMB icon
Kimberly-Clark
KMB
+$506K

Sector Composition

1 Technology 20.63%
2 Healthcare 12.21%
3 Financials 10.69%
4 Communication Services 8.76%
5 Consumer Discretionary 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$837K 0.23%
2
102
$829K 0.23%
8,360
-210
103
$820K 0.23%
25,933
-1,511
104
$791K 0.22%
13,072
-3,070
105
$790K 0.22%
13,204
-150
106
$780K 0.22%
6,650
+165
107
$775K 0.22%
11,252
-3,555
108
$772K 0.22%
18,401
-261
109
$771K 0.22%
8,007
-85
110
$746K 0.21%
12,845
-2,688
111
$730K 0.2%
1,844
-51
112
$729K 0.2%
7,321
-205
113
$700K 0.2%
12,199
-3,030
114
$698K 0.2%
2,805
-160
115
$696K 0.2%
9,945
-2,785
116
$696K 0.2%
13,956
-480
117
$692K 0.19%
8,412
-315
118
$681K 0.19%
9,020
-75
119
$653K 0.18%
1,852
-255
120
$637K 0.18%
4,975
-75
121
$627K 0.18%
1,458
-10
122
$584K 0.16%
3,045
-15
123
$582K 0.16%
18,256
+611
124
$559K 0.16%
2,348
-146
125
$554K 0.16%
1,923
-95
3 4
5
6 7