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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
$347M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$785K
3
+$739K
4
CVX icon
Chevron
CVX
+$356K
5
DUK icon
Duke Energy
DUK
+$339K

Top Sells

1
+$1.16M
2
+$1.04M
3
+$722K
4
TGT icon
Target
TGT
+$679K
5
PFFD icon
Global X US Preferred ETF
PFFD
+$610K

Sector Composition

1 Technology 24.68%
2 Healthcare 12.82%
3 Financials 10.43%
4 Consumer Discretionary 8.73%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$448K 0.13%
1,637
+9
127
$429K 0.12%
809
-20
128
$425K 0.12%
2,138
-85
129
$424K 0.12%
4,025
+65
130
$420K 0.12%
5,566
-270
131
$416K 0.12%
12,921
-1,652
132
$400K 0.12%
3,443
-50
133
$393K 0.11%
3,000
-190
134
$388K 0.11%
1,534
+29
135
$367K 0.11%
9,153
+344
136
$360K 0.1%
13,300
-600
137
$351K 0.1%
1,466
-115
138
$346K 0.1%
5,457
+352
139
$336K 0.1%
2,526
140
$334K 0.1%
730
-60
141
$327K 0.09%
4,229
+10
142
$320K 0.09%
6,247
-260
143
$288K 0.08%
3,556
-632
144
$278K 0.08%
7,692
-1,335
145
$277K 0.08%
3,639
-220
146
$268K 0.08%
1,756
-144
147
$259K 0.07%
2,570
-50
148
$258K 0.07%
3,330
149
$256K 0.07%
6,920
150
$255K 0.07%
2,787
-233
3 4 5
6
7