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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
$310M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$424K
2
+$316K
3
+$265K
4
ETN icon
Eaton
ETN
+$257K
5
AFL icon
Aflac
AFL
+$237K

Top Sells

1
+$570K
2
+$444K
3
+$395K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$357K
5
CTXS
Citrix Systems Inc
CTXS
+$301K

Sector Composition

1 Technology 19.72%
2 Healthcare 15.01%
3 Financials 11.04%
4 Consumer Staples 8.2%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$771K 0.25%
18,743
+262
102
$762K 0.25%
10,217
-211
103
$753K 0.24%
12,270
+145
104
$734K 0.24%
14,582
-119
105
$731K 0.24%
14,440
-20
106
$730K 0.24%
12,990
-332
107
$712K 0.23%
1,560
+5
108
$709K 0.23%
8,400
-545
109
$706K 0.23%
2,265
-295
110
$688K 0.22%
7,396
-362
111
$678K 0.22%
15,682
-241
112
$666K 0.21%
6,700
-155
113
$641K 0.21%
11,127
-146
114
$616K 0.2%
5,653
-255
115
$614K 0.2%
5,096
-2,169
116
$612K 0.2%
22,050
-900
117
$609K 0.2%
1,565
118
$597K 0.19%
10,442
-427
119
$574K 0.19%
3,065
-145
120
$563K 0.18%
6,434
+95
121
$539K 0.17%
1,748
-50
122
$524K 0.17%
18,413
+233
123
$524K 0.17%
1,364
-75
124
$502K 0.16%
10,078
125
$474K 0.15%
2,013
+11
3 4
5
6 7