PT

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
$375M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$702K
3
+$609K
4
DRI icon
Darden Restaurants
DRI
+$598K
5
ADBE icon
Adobe
ADBE
+$541K

Top Sells

1
+$849K
2
+$831K
3
+$813K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$806K
5
MDT icon
Medtronic
MDT
+$707K

Sector Composition

1 Technology 24.73%
2 Healthcare 12.7%
3 Financials 10.64%
4 Consumer Discretionary 8.91%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$428K 0.11%
1,451
-15
127
$424K 0.11%
1,464
-70
128
$423K 0.11%
2,138
129
$413K 0.11%
2,526
130
$408K 0.11%
2,570
131
$398K 0.11%
1,642
+5
132
$387K 0.1%
4,260
+31
133
$368K 0.1%
2,474
-526
134
$366K 0.1%
3,834
+195
135
$360K 0.1%
13,090
-210
136
$353K 0.09%
1,018
+288
137
$347K 0.09%
8,787
-366
138
$338K 0.09%
4,606
-960
139
$320K 0.09%
4,868
-589
140
$318K 0.08%
6,197
-50
141
$309K 0.08%
9,446
-3,475
142
$299K 0.08%
7,652
-40
143
$298K 0.08%
3,503
-53
144
$297K 0.08%
6,920
145
$279K 0.07%
1,701
-55
146
$269K 0.07%
742
147
$266K 0.07%
2,560
-8,005
148
$249K 0.07%
3,360
-200
149
$243K 0.06%
2,835
150
$241K 0.06%
5,415
3 4 5
6
7