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
-$530K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$852K
2
+$555K
3
+$529K
4
UNH icon
UnitedHealth
UNH
+$443K
5
DRI icon
Darden Restaurants
DRI
+$225K

Top Sells

1
+$1.25M
2
+$1.18M
3
+$824K
4
ABBV icon
AbbVie
ABBV
+$800K
5
MDT icon
Medtronic
MDT
+$733K

Sector Composition

1 Technology 26.49%
2 Healthcare 12%
3 Financials 10.12%
4 Consumer Discretionary 8.47%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$425K 0.11%
2,690
-100
127
$424K 0.11%
1,698
-80
128
$424K 0.11%
1,642
129
$399K 0.11%
3,492
-5
130
$395K 0.11%
1,426
-25
131
$379K 0.1%
1,013
-5
132
$361K 0.1%
2,560
-10
133
$357K 0.1%
2,526
134
$351K 0.09%
3,805
-29
135
$343K 0.09%
12,415
-675
136
$341K 0.09%
4,379
+119
137
$330K 0.09%
4,847
-21
138
$318K 0.09%
7,379
-273
139
$311K 0.08%
2,244
-230
140
$298K 0.08%
7,770
-1,017
141
$296K 0.08%
3,610
+107
142
$293K 0.08%
9,411
-35
143
$279K 0.07%
4,106
-500
144
$279K 0.07%
2,610
+50
145
$275K 0.07%
5,367
-830
146
$268K 0.07%
7,640
-150
147
$266K 0.07%
6,920
148
$264K 0.07%
1,601
-100
149
$253K 0.07%
2,835
150
$246K 0.07%
744
+2
3 4 5
6
7