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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
$322M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$484K
2
+$458K
3
+$358K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$278K
5
AMZN icon
Amazon
AMZN
+$243K

Top Sells

1
+$654K
2
+$652K
3
+$569K
4
MMM icon
3M
MMM
+$554K
5
AAPL icon
Apple
AAPL
+$383K

Sector Composition

1 Technology 22.99%
2 Healthcare 13.86%
3 Financials 9.71%
4 Consumer Discretionary 8.25%
5 Consumer Staples 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$426K 0.13%
2,012
-3,084
127
$423K 0.13%
1,895
-118
128
$413K 0.13%
716
-8
129
$406K 0.13%
14,233
-4,180
130
$402K 0.12%
4,330
-90
131
$387K 0.12%
13,930
-325
132
$384K 0.12%
1,606
-220
133
$370K 0.11%
3,728
-5
134
$366K 0.11%
3,803
-3,593
135
$358K 0.11%
+4,370
136
$358K 0.11%
1,565
-90
137
$357K 0.11%
9,559
-290
138
$347K 0.11%
9,622
-355
139
$343K 0.11%
4,530
-10
140
$341K 0.11%
6,757
-425
141
$337K 0.1%
4,073
-160
142
$332K 0.1%
6,040
143
$322K 0.1%
663
-10
144
$309K 0.1%
4,288
-64
145
$307K 0.1%
3,498
-6,301
146
$307K 0.1%
4,460
147
$278K 0.09%
+2,873
148
$268K 0.08%
9,115
149
$267K 0.08%
3,940
+177
150
$265K 0.08%
2,035
-50
3 4 5
6
7