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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
$322M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$484K
2
+$458K
3
+$358K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$278K
5
AMZN icon
Amazon
AMZN
+$243K

Top Sells

1
+$654K
2
+$652K
3
+$569K
4
MMM icon
3M
MMM
+$554K
5
AAPL icon
Apple
AAPL
+$383K

Sector Composition

1 Technology 22.99%
2 Healthcare 13.86%
3 Financials 9.71%
4 Consumer Discretionary 8.25%
5 Consumer Staples 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$737K 0.23%
11,345
+218
102
$718K 0.22%
1,445
-115
103
$717K 0.22%
7,371
-425
104
$697K 0.22%
12,940
-50
105
$691K 0.21%
11,933
-75
106
$689K 0.21%
1,545
-20
107
$685K 0.21%
12,255
-15
108
$680K 0.21%
3,226
+1,112
109
$659K 0.2%
19,300
-2,750
110
$656K 0.2%
15,662
-20
111
$584K 0.18%
14,243
-4,500
112
$565K 0.18%
5,006
-647
113
$559K 0.17%
1,360
-4
114
$551K 0.17%
8,400
115
$533K 0.17%
10,078
116
$529K 0.16%
1,725
-540
117
$520K 0.16%
3,365
+5
118
$506K 0.16%
6,103
-331
119
$491K 0.15%
8,061
-2,381
120
$491K 0.15%
1,708
-40
121
$471K 0.15%
5,695
-1,005
122
$469K 0.15%
6,453
-105
123
$464K 0.14%
2,706
-359
124
$442K 0.14%
2,165
+155
125
$439K 0.14%
2,228
-182
3 4
5
6 7