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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
$384M
AUM Growth
-$5.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.3M
3
+$2.1M
4
NVDA icon
NVIDIA
NVDA
+$1.62M
5
CI icon
Cigna
CI
+$1.47M

Top Sells

1
+$1.69M
2
+$1.62M
3
+$1.6M
4
CRM icon
Salesforce
CRM
+$1.2M
5
WMT icon
Walmart
WMT
+$1.06M

Sector Composition

1 Technology 24.48%
2 Healthcare 11.79%
3 Financials 11.49%
4 Consumer Discretionary 8.74%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$437K 0.11%
12,090
-325
127
$420K 0.11%
868
-75
128
$420K 0.11%
1,423
-21
129
$409K 0.11%
5,890
+245
130
$402K 0.1%
3,980
+1,160
131
$391K 0.1%
4,962
+454
132
$373K 0.1%
6,999
-250
133
$370K 0.1%
2,518
+560
134
$368K 0.1%
1,173
-185
135
$367K 0.1%
2,976
+450
136
$364K 0.09%
1,495
-30
137
$358K 0.09%
1,571
-5
138
$356K 0.09%
1,735
-243
139
$356K 0.09%
4,408
+842
140
$349K 0.09%
8,331
+1,617
141
$346K 0.09%
3,771
-45
142
$346K 0.09%
3,865
-30
143
$346K 0.09%
2,875
+474
144
$343K 0.09%
5,060
-24,901
145
$342K 0.09%
2,165
-25
146
$305K 0.08%
2,768
+118
147
$304K 0.08%
1,693
-175
148
$298K 0.08%
9,331
-40
149
$294K 0.08%
590
-243
150
$294K 0.08%
2,640
3 4 5
6
7