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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
$334M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$274K
2
+$228K
3
+$222K
4
AFL icon
Aflac
AFL
+$215K
5
AXP icon
American Express
AXP
+$185K

Top Sells

1
+$1.87M
2
+$659K
3
+$551K
4
AAPL icon
Apple
AAPL
+$423K
5
MSFT icon
Microsoft
MSFT
+$272K

Sector Composition

1 Technology 24.4%
2 Healthcare 13.53%
3 Financials 9.95%
4 Consumer Discretionary 8.46%
5 Consumer Staples 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$412K 0.12%
4,675
-1,020
127
$411K 0.12%
1,432
-580
128
$408K 0.12%
3,728
-75
129
$391K 0.12%
1,596
-10
130
$383K 0.11%
3,693
-35
131
$382K 0.11%
4,048
-25
132
$374K 0.11%
8,400
133
$373K 0.11%
1,505
-60
134
$369K 0.11%
13,930
135
$355K 0.11%
681
-35
136
$347K 0.1%
9,213
-346
137
$344K 0.1%
4,232
-138
138
$341K 0.1%
3,423
+550
139
$339K 0.1%
6,757
140
$315K 0.09%
4,161
-127
141
$295K 0.09%
659
-4
142
$290K 0.09%
9,107
-515
143
$288K 0.09%
4,460
144
$276K 0.08%
6,040
145
$269K 0.08%
8,765
-350
146
$258K 0.08%
919
147
$257K 0.08%
3,068
-430
148
$257K 0.08%
640
-105
149
$255K 0.08%
3,480
-1,050
150
$248K 0.07%
1,975
-60
3 4 5
6
7