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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
$356M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$957K
3
+$844K
4
NVDA icon
NVIDIA
NVDA
+$748K
5
ABT icon
Abbott
ABT
+$727K

Top Sells

1
+$1.03M
2
+$925K
3
+$838K
4
IBM icon
IBM
IBM
+$819K
5
KMB icon
Kimberly-Clark
KMB
+$506K

Sector Composition

1 Technology 20.63%
2 Healthcare 12.21%
3 Financials 10.69%
4 Communication Services 8.76%
5 Consumer Discretionary 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$541K 0.15%
3,614
-300
127
$471K 0.13%
1,985
+27
128
$464K 0.13%
8,148
-1,353
129
$456K 0.13%
5,720
-4,970
130
$443K 0.12%
8,429
-325
131
$439K 0.12%
1,157
-30
132
$435K 0.12%
1,060
-20
133
$427K 0.12%
10,078
134
$421K 0.12%
3,625
-1,710
135
$414K 0.12%
4,320
-1,660
136
$408K 0.11%
4,407
+331
137
$405K 0.11%
14,455
-135
138
$372K 0.1%
3,530
139
$366K 0.1%
+4,452
140
$357K 0.1%
807
-5
141
$354K 0.1%
4,313
-550
142
$354K 0.1%
7,120
143
$342K 0.1%
7,711
-146
144
$337K 0.09%
4,273
-96
145
$328K 0.09%
5,590
146
$322K 0.09%
1,115
+5
147
$318K 0.09%
11,587
148
$317K 0.09%
2,175
-70
149
$305K 0.09%
1,285
150
$302K 0.08%
3,309
-20
3 4 5
6
7