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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
$334M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$274K
2
+$228K
3
+$222K
4
AFL icon
Aflac
AFL
+$215K
5
AXP icon
American Express
AXP
+$185K

Top Sells

1
+$1.87M
2
+$659K
3
+$551K
4
AAPL icon
Apple
AAPL
+$423K
5
MSFT icon
Microsoft
MSFT
+$272K

Sector Composition

1 Technology 24.4%
2 Healthcare 13.53%
3 Financials 9.95%
4 Consumer Discretionary 8.46%
5 Consumer Staples 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$724K 0.22%
3,287
+61
102
$714K 0.21%
7,316
-55
103
$713K 0.21%
9,250
-50
104
$678K 0.2%
1,259
-186
105
$655K 0.2%
11,583
-350
106
$641K 0.19%
11,278
+1,200
107
$633K 0.19%
15,544
-118
108
$632K 0.19%
1,380
-165
109
$629K 0.19%
12,150
-105
110
$624K 0.19%
12,820
-120
111
$620K 0.19%
14,738
+495
112
$605K 0.18%
1,357
-3
113
$558K 0.17%
1,680
-45
114
$537K 0.16%
3,275
-90
115
$536K 0.16%
4,786
-220
116
$500K 0.15%
4,195
-135
117
$488K 0.15%
1,628
-80
118
$475K 0.14%
5,846
-257
119
$466K 0.14%
2,686
-20
120
$452K 0.14%
6,610
+157
121
$434K 0.13%
15,083
+850
122
$433K 0.13%
2,223
-5
123
$425K 0.13%
2,190
+25
124
$422K 0.13%
6,471
-1,590
125
$413K 0.12%
1,940
+45
3 4
5
6 7