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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
$375M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$702K
3
+$609K
4
DRI icon
Darden Restaurants
DRI
+$598K
5
ADBE icon
Adobe
ADBE
+$541K

Top Sells

1
+$849K
2
+$831K
3
+$813K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$806K
5
MDT icon
Medtronic
MDT
+$707K

Sector Composition

1 Technology 24.73%
2 Healthcare 12.7%
3 Financials 10.64%
4 Consumer Discretionary 8.91%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$705K 0.19%
16,170
-650
102
$691K 0.18%
7,560
-205
103
$660K 0.18%
6,511
-126
104
$652K 0.17%
12,340
-250
105
$651K 0.17%
8,494
-2,107
106
$646K 0.17%
7,055
-150
107
$638K 0.17%
871
-350
108
$634K 0.17%
1
109
$581K 0.15%
1,105
+24
110
$570K 0.15%
7,785
-1,455
111
$565K 0.15%
2,456
-40
112
$565K 0.15%
11,480
-495
113
$552K 0.15%
2,790
+20
114
$533K 0.14%
1,215
-365
115
$531K 0.14%
14,125
-560
116
$511K 0.14%
4,350
-240
117
$509K 0.14%
5,393
-9
118
$506K 0.13%
4,032
+7
119
$495K 0.13%
4,056
-190
120
$485K 0.13%
9,948
-3,095
121
$479K 0.13%
2,424
-120
122
$478K 0.13%
822
+13
123
$463K 0.12%
8,900
+500
124
$445K 0.12%
3,497
+54
125
$444K 0.12%
1,778
-170
3 4
5
6 7