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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
$354M
AUM Growth
-$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$632K
3
+$523K
4
NVDA icon
NVIDIA
NVDA
+$436K
5
ADI icon
Analog Devices
ADI
+$427K

Top Sells

1
+$672K
2
+$637K
3
+$380K
4
MXIM
Maxim Integrated Products
MXIM
+$372K
5
AAPL icon
Apple
AAPL
+$357K

Sector Composition

1 Technology 20.99%
2 Healthcare 12.24%
3 Financials 10.99%
4 Consumer Discretionary 8.8%
5 Communication Services 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$483K 0.14%
1,883
-40
127
$469K 0.13%
1,979
-6
128
$459K 0.13%
7,728
-420
129
$442K 0.13%
4,980
-740
130
$442K 0.13%
2,685
-360
131
$438K 0.12%
10,078
132
$431K 0.12%
1,142
-15
133
$427K 0.12%
+2,551
134
$403K 0.11%
14,450
-5
135
$385K 0.11%
905
-155
136
$383K 0.11%
984
+177
137
$376K 0.11%
4,250
-157
138
$368K 0.1%
3,255
-370
139
$367K 0.1%
3,725
-595
140
$357K 0.1%
4,502
+50
141
$354K 0.1%
7,510
-919
142
$336K 0.1%
7,557
-154
143
$333K 0.09%
4,263
-10
144
$331K 0.09%
6,920
-200
145
$307K 0.09%
5,100
146
$304K 0.09%
5,605
+15
147
$291K 0.08%
10,794
-793
148
$275K 0.08%
1,815
-360
149
$274K 0.08%
4,088
-225
150
$273K 0.08%
4,276
-29
3 4 5
6
7