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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
$292M
AUM Growth
+$2.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$890K
2
+$812K
3
+$676K
4
UPS icon
United Parcel Service
UPS
+$622K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$618K

Top Sells

1
+$1.05M
2
+$951K
3
+$697K
4
CSCO icon
Cisco
CSCO
+$694K
5
MON
Monsanto Co
MON
+$588K

Sector Composition

1 Technology 14.45%
2 Financials 12.52%
3 Healthcare 12.1%
4 Industrials 8.85%
5 Consumer Staples 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$607K 0.21%
2,752
-201
127
$584K 0.2%
13,572
-1,310
128
$573K 0.2%
3,484
-307
129
$566K 0.19%
5,036
130
$560K 0.19%
24,390
+45
131
$551K 0.19%
17,968
-2,050
132
$546K 0.19%
10,838
133
$529K 0.18%
2,739
-25
134
$527K 0.18%
12,100
+231
135
$519K 0.18%
3,332
-185
136
$498K 0.17%
21,935
-615
137
$492K 0.17%
2,105
-57
138
$486K 0.17%
7,020
-1,685
139
$471K 0.16%
2,771
140
$466K 0.16%
6,825
-35
141
$466K 0.16%
1,718
+757
142
$466K 0.16%
6,960
-1,350
143
$460K 0.16%
11,505
-275
144
$456K 0.16%
3,566
-165
145
$456K 0.16%
7,594
+390
146
$453K 0.16%
17,217
+460
147
$453K 0.16%
7,735
+10
148
$450K 0.15%
4,187
+1,820
149
$445K 0.15%
10,491
+1,326
150
$435K 0.15%
4,976
-231
4 5
6
7 8