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Plimoth Trust Portfolio holdings

AUM $449M
1-Year Est. Return 22.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$417M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$532K
3
+$450K
4
AXP icon
American Express
AXP
+$442K
5
AMZN icon
Amazon
AMZN
+$420K

Top Sells

1
+$1.52M
2
+$332K
3
+$218K
4
CTSH icon
Cognizant
CTSH
+$208K
5
CMCSA icon
Comcast
CMCSA
+$191K

Sector Composition

1 Technology 26.87%
2 Financials 11.92%
3 Healthcare 10.24%
4 Consumer Discretionary 8.57%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$776K 0.19%
6,995
102
$773K 0.19%
10,990
-90
103
$757K 0.18%
1,219
+194
104
$729K 0.17%
1
105
$717K 0.17%
9,769
-479
106
$711K 0.17%
3,254
107
$646K 0.15%
8,715
+993
108
$624K 0.15%
2,623
+47
109
$618K 0.15%
10,935
-25
110
$615K 0.15%
6,243
-11
111
$607K 0.15%
4,712
112
$606K 0.15%
35,379
+250
113
$601K 0.14%
7,568
-100
114
$579K 0.14%
6,323
+68
115
$562K 0.13%
12,945
-100
116
$550K 0.13%
556
+68
117
$530K 0.13%
23,666
-2,810
118
$527K 0.13%
8,380
119
$515K 0.12%
2,605
+870
120
$509K 0.12%
17,719
-144
121
$473K 0.11%
9,438
-315
122
$458K 0.11%
859
-9
123
$419K 0.1%
3,905
-75
124
$416K 0.1%
1,882
-128
125
$414K 0.1%
788
-19
3 4
5
6 7