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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
$354M
AUM Growth
-$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$632K
3
+$523K
4
NVDA icon
NVIDIA
NVDA
+$436K
5
ADI icon
Analog Devices
ADI
+$427K

Top Sells

1
+$672K
2
+$637K
3
+$380K
4
MXIM
Maxim Integrated Products
MXIM
+$372K
5
AAPL icon
Apple
AAPL
+$357K

Sector Composition

1 Technology 20.99%
2 Healthcare 12.24%
3 Financials 10.99%
4 Consumer Discretionary 8.8%
5 Communication Services 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$862K 0.24%
18,940
-250
102
$834K 0.24%
24,173
-1,760
103
$823K 0.23%
2
104
$820K 0.23%
13,274
+70
105
$817K 0.23%
14,714
-235
106
$804K 0.23%
1,788
-56
107
$801K 0.23%
12,912
-160
108
$781K 0.22%
8,235
-125
109
$763K 0.22%
7,796
+475
110
$754K 0.21%
18,206
-195
111
$735K 0.21%
2,780
-25
112
$734K 0.21%
10,505
-747
113
$722K 0.2%
6,727
+77
114
$714K 0.2%
7,577
-430
115
$690K 0.2%
13,912
-44
116
$687K 0.19%
9,020
117
$670K 0.19%
1,556
+98
118
$663K 0.19%
9,630
-315
119
$661K 0.19%
12,476
-369
120
$647K 0.18%
12,102
-97
121
$632K 0.18%
7,465
-947
122
$610K 0.17%
2,262
-86
123
$557K 0.16%
18,066
-190
124
$545K 0.15%
3,589
-25
125
$523K 0.15%
+6,755
3 4
5
6 7