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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
$310M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$424K
2
+$316K
3
+$265K
4
ETN icon
Eaton
ETN
+$257K
5
AFL icon
Aflac
AFL
+$237K

Top Sells

1
+$570K
2
+$444K
3
+$395K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$357K
5
CTXS
Citrix Systems Inc
CTXS
+$301K

Sector Composition

1 Technology 19.72%
2 Healthcare 15.01%
3 Financials 11.04%
4 Consumer Staples 8.2%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$443K 0.14%
1,826
-230
127
$443K 0.14%
3,360
-265
128
$440K 0.14%
3,733
-41
129
$431K 0.14%
2,114
+33
130
$426K 0.14%
2,010
+105
131
$417K 0.13%
14,255
132
$398K 0.13%
724
+20
133
$396K 0.13%
2,410
-37
134
$377K 0.12%
6,558
+79
135
$363K 0.12%
9,849
+1,655
136
$362K 0.12%
4,420
-300
137
$358K 0.12%
7,182
-2,275
138
$352K 0.11%
4,540
-675
139
$346K 0.11%
9,977
-180
140
$345K 0.11%
673
+82
141
$343K 0.11%
6,040
142
$316K 0.1%
+4,233
143
$308K 0.1%
4,460
144
$307K 0.1%
4,352
+130
145
$305K 0.1%
919
-156
146
$287K 0.09%
1,655
+65
147
$266K 0.09%
6,120
-265
148
$265K 0.09%
+3,763
149
$263K 0.08%
2,085
-300
150
$263K 0.08%
2,526
3 4 5
6
7