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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
$384M
AUM Growth
-$5.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.3M
3
+$2.1M
4
NVDA icon
NVIDIA
NVDA
+$1.62M
5
CI icon
Cigna
CI
+$1.47M

Top Sells

1
+$1.69M
2
+$1.62M
3
+$1.6M
4
CRM icon
Salesforce
CRM
+$1.2M
5
WMT icon
Walmart
WMT
+$1.06M

Sector Composition

1 Technology 24.48%
2 Healthcare 11.79%
3 Financials 11.49%
4 Consumer Discretionary 8.74%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$702K 0.18%
1,143
-27
102
$670K 0.17%
4,712
-155
103
$647K 0.17%
7,668
-185
104
$644K 0.17%
10,103
-198
105
$623K 0.16%
7,722
+66
106
$615K 0.16%
10,960
-270
107
$614K 0.16%
6,255
-196
108
$601K 0.16%
26,476
-71,264
109
$601K 0.16%
13,045
-555
110
$589K 0.15%
35,129
-4,095
111
$576K 0.15%
1,025
+39
112
$563K 0.15%
6,149
-158
113
$558K 0.15%
7,474
-38
114
$536K 0.14%
11,080
-765
115
$525K 0.14%
8,380
116
$520K 0.14%
2,576
117
$512K 0.13%
807
-30
118
$483K 0.13%
9,753
-40
119
$462K 0.12%
488
-143
120
$455K 0.12%
3,254
+75
121
$449K 0.12%
12,869
-441
122
$444K 0.12%
3,980
-65
123
$440K 0.11%
4,192
+700
124
$440K 0.11%
4,711
-873
125
$437K 0.11%
2,010
+240
3 4
5
6 7