PT

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
-$530K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$852K
2
+$555K
3
+$529K
4
UNH icon
UnitedHealth
UNH
+$443K
5
DRI icon
Darden Restaurants
DRI
+$225K

Top Sells

1
+$1.25M
2
+$1.18M
3
+$824K
4
ABBV icon
AbbVie
ABBV
+$800K
5
MDT icon
Medtronic
MDT
+$733K

Sector Composition

1 Technology 26.49%
2 Healthcare 12%
3 Financials 10.12%
4 Consumer Discretionary 8.47%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$670K 0.18%
6,464
-47
102
$653K 0.17%
8,117
-377
103
$653K 0.17%
768
-103
104
$636K 0.17%
11,890
-450
105
$633K 0.17%
8,063
-415
106
$612K 0.16%
1
107
$607K 0.16%
11,188
-130
108
$581K 0.15%
11,850
+370
109
$566K 0.15%
1,035
-70
110
$555K 0.15%
+3,235
111
$554K 0.15%
3,924
-108
112
$527K 0.14%
6,766
-794
113
$509K 0.14%
7,415
-370
114
$507K 0.14%
4,330
-20
115
$498K 0.13%
1,165
-50
116
$488K 0.13%
2,138
117
$479K 0.13%
13,830
-295
118
$477K 0.13%
2,346
-110
119
$470K 0.13%
5,157
-236
120
$462K 0.12%
9,883
-65
121
$457K 0.12%
3,966
-90
122
$455K 0.12%
822
123
$451K 0.12%
8,900
124
$442K 0.12%
2,274
-150
125
$430K 0.11%
1,434
-30
3 4
5
6 7