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
$304M
AUM Growth
+$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1M
3
+$889K
4
DOW icon
Dow Inc
DOW
+$843K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$632K

Top Sells

1
+$1.25M
2
+$1.01M
3
+$609K
4
DD icon
DuPont de Nemours
DD
+$591K
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$550K

Sector Composition

1 Technology 14.89%
2 Healthcare 11.38%
3 Financials 10.39%
4 Industrials 7.57%
5 Communication Services 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$632K 0.21%
+13,052
127
$628K 0.21%
+7,797
128
$622K 0.2%
2,730
-720
129
$586K 0.19%
5,238
+326
130
$573K 0.19%
4,972
-1,140
131
$550K 0.18%
4,338
-78
132
$542K 0.18%
16,678
-290
133
$539K 0.18%
2,637
-185
134
$536K 0.18%
32,813
-1,015
135
$525K 0.17%
5,610
136
$524K 0.17%
2,130
+26
137
$502K 0.17%
3,406
-220
138
$488K 0.16%
9,918
-1,054
139
$487K 0.16%
+16,486
140
$466K 0.15%
7,087
-25
141
$466K 0.15%
3,070
+1,620
142
$465K 0.15%
2,675
143
$456K 0.15%
5,905
-2,420
144
$451K 0.15%
6,375
-150
145
$445K 0.15%
2,685
146
$439K 0.14%
8,723
+500
147
$429K 0.14%
2,962
+47
148
$423K 0.14%
6,350
-10
149
$421K 0.14%
9,000
150
$420K 0.14%
16,460
-600
4 5
6
7 8