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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
$339M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.15M
3
+$1.14M
4
MMM icon
3M
MMM
+$1.11M
5
AMZN icon
Amazon
AMZN
+$1.05M

Top Sells

1
+$1.8M
2
+$1.75M
3
+$1.3M
4
PFE icon
Pfizer
PFE
+$778K
5
INTC icon
Intel
INTC
+$743K

Sector Composition

1 Technology 20.09%
2 Healthcare 12.1%
3 Financials 10.58%
4 Communication Services 8.98%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$549K 0.16%
17,645
-60
127
$526K 0.16%
9,501
-11,334
128
$498K 0.15%
2,494
-182
129
$481K 0.14%
8,754
-865
130
$480K 0.14%
5,980
-554
131
$434K 0.13%
1,958
-122
132
$421K 0.12%
14,590
+115
133
$389K 0.11%
4,863
-708
134
$388K 0.11%
1,187
-98
135
$381K 0.11%
1,080
-85
136
$373K 0.11%
10,078
137
$363K 0.11%
4,076
+418
138
$359K 0.11%
11,335
-810
139
$340K 0.1%
+812
140
$337K 0.1%
6,600
141
$333K 0.1%
18,081
-2,320
142
$331K 0.1%
4,369
-335
143
$322K 0.1%
3,530
-225
144
$319K 0.09%
2,245
-485
145
$318K 0.09%
7,120
-40
146
$312K 0.09%
5,590
+260
147
$311K 0.09%
+1,110
148
$311K 0.09%
1,285
149
$310K 0.09%
7,857
-156
150
$305K 0.09%
1,286
-417
3 4 5
6
7