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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
$298M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$720K
2
+$713K
3
+$601K
4
SYK icon
Stryker
SYK
+$593K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$547K

Top Sells

1
+$1.4M
2
+$614K
3
+$501K
4
DRI icon
Darden Restaurants
DRI
+$442K
5
GILD icon
Gilead Sciences
GILD
+$422K

Sector Composition

1 Technology 20.28%
2 Healthcare 12.52%
3 Financials 8.92%
4 Consumer Discretionary 8.83%
5 Communication Services 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$435K 0.15%
1,915
-20
127
$427K 0.14%
1,185
-40
128
$420K 0.14%
1,892
-552
129
$402K 0.13%
2,276
-138
130
$380K 0.13%
1,339
-105
131
$376K 0.13%
13,820
+815
132
$368K 0.12%
17,441
-281
133
$358K 0.12%
9,949
-1,187
134
$350K 0.12%
9,613
-340
135
$337K 0.11%
7,160
136
$332K 0.11%
24,736
-1,305
137
$328K 0.11%
3,250
-4,376
138
$316K 0.11%
5,323
+20
139
$312K 0.1%
4,910
-395
140
$308K 0.1%
8,744
-450
141
$306K 0.1%
6,829
-1,030
142
$302K 0.1%
4,465
-360
143
$289K 0.1%
2,160
-410
144
$278K 0.09%
6,600
-1,650
145
$270K 0.09%
10,078
146
$264K 0.09%
1,315
-150
147
$260K 0.09%
4,290
-322
148
$253K 0.08%
4,090
-415
149
$248K 0.08%
13,020
-200
150
$230K 0.08%
3,700
-200
3 4 5
6
7