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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
$281M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.62M
3
+$1.41M
4
MDT icon
Medtronic
MDT
+$1.36M
5
CB icon
Chubb
CB
+$1.35M

Top Sells

1
+$2.62M
2
+$969K
3
+$797K
4
MCHP icon
Microchip Technology
MCHP
+$733K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$611K

Sector Composition

1 Technology 20.03%
2 Healthcare 12.7%
3 Financials 9.32%
4 Communication Services 8.77%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$452K 0.16%
1,935
-103
127
$415K 0.15%
26,041
-753
128
$407K 0.14%
6,679
-870
129
$404K 0.14%
1,225
-325
130
$395K 0.14%
+2,414
131
$386K 0.14%
1,444
-495
132
$384K 0.14%
2,444
-256
133
$375K 0.13%
17,722
-28,866
134
$365K 0.13%
7,160
-1,034
135
$358K 0.13%
9,953
+754
136
$336K 0.12%
13,005
+625
137
$336K 0.12%
2,570
-242
138
$330K 0.12%
1,530
139
$326K 0.12%
7,859
-8,261
140
$323K 0.11%
5,305
-1,364
141
$321K 0.11%
8,250
142
$320K 0.11%
9,194
+1,998
143
$299K 0.11%
5,303
+961
144
$292K 0.1%
4,825
-460
145
$290K 0.1%
1,465
-1,327
146
$267K 0.1%
+4,612
147
$263K 0.09%
10,078
148
$255K 0.09%
2,408
-5,302
149
$248K 0.09%
4,505
-645
150
$244K 0.09%
1,300
3 4 5
6
7