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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
$305M
AUM Growth
+$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.38M
3
+$1.09M
4
ORCL icon
Oracle
ORCL
+$603K
5
MSFT icon
Microsoft
MSFT
+$596K

Top Sells

1
+$1.39M
2
+$888K
3
+$592K
4
AMAT icon
Applied Materials
AMAT
+$477K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$427K

Sector Composition

1 Technology 15.26%
2 Financials 10.48%
3 Healthcare 10.46%
4 Communication Services 8.06%
5 Consumer Staples 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$681K 0.22%
3,958
+2,665
127
$675K 0.22%
13,610
+558
128
$661K 0.22%
2,215
-4,665
129
$661K 0.22%
8,114
+317
130
$647K 0.21%
5,561
131
$647K 0.21%
6,711
-480
132
$631K 0.21%
3,037
+1,897
133
$611K 0.2%
30,688
-2,125
134
$598K 0.2%
3,050
+375
135
$584K 0.19%
3,930
+860
136
$575K 0.19%
12,191
-535
137
$575K 0.19%
5,610
138
$570K 0.19%
10,899
-1,205
139
$531K 0.17%
2,170
-560
140
$530K 0.17%
15,598
-1,080
141
$529K 0.17%
4,130
-208
142
$518K 0.17%
2,502
-135
143
$516K 0.17%
2,089
-41
144
$479K 0.16%
6,040
-335
145
$462K 0.15%
7,087
146
$454K 0.15%
9,919
+1
147
$447K 0.15%
8,374
148
$441K 0.14%
5,565
-340
149
$436K 0.14%
2,585
-100
150
$419K 0.14%
4,097
-1,141
4 5
6
7 8