PT

Plimoth Trust Portfolio holdings

AUM $447M
1-Year Est. Return 24.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$840K
3
+$774K
4
GLD icon
SPDR Gold Trust
GLD
+$759K
5
CRM icon
Salesforce
CRM
+$527K

Top Sells

1
+$886K
2
+$707K
3
+$705K
4
JNJ icon
Johnson & Johnson
JNJ
+$637K
5
JPM icon
JPMorgan Chase
JPM
+$637K

Sector Composition

1 Technology 27.83%
2 Financials 11.66%
3 Healthcare 10.03%
4 Industrials 8.44%
5 Communication Services 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$748K 0.17%
2,590
-100
102
$743K 0.17%
6,293
-13
103
$738K 0.17%
9,419
-1,066
104
$735K 0.17%
6,625
-370
105
$725K 0.16%
1,061
-55
106
$677K 0.15%
10,540
-450
107
$653K 0.15%
8,700
-15
108
$653K 0.15%
7,275
-762
109
$643K 0.15%
10,515
-420
110
$641K 0.15%
8,942
-827
111
$626K 0.14%
7,548
-20
112
$621K 0.14%
34,951
-428
113
$592K 0.13%
2,408
-215
114
$580K 0.13%
8,380
115
$577K 0.13%
12,825
-120
116
$569K 0.13%
18,105
-11,696
117
$551K 0.12%
16,916
-803
118
$526K 0.12%
6,213
-110
119
$514K 0.12%
4,137
-575
120
$499K 0.11%
2,515
-90
121
$492K 0.11%
9,403
-35
122
$486K 0.11%
1,151
-22
123
$470K 0.11%
508
-48
124
$445K 0.1%
11,965
-125
125
$433K 0.1%
3,700
3 4
5
6 7