PT

Plimoth Trust Portfolio holdings

AUM $449M
1-Year Est. Return 22.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$417M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$532K
3
+$450K
4
AXP icon
American Express
AXP
+$442K
5
AMZN icon
Amazon
AMZN
+$420K

Top Sells

1
+$1.52M
2
+$332K
3
+$218K
4
CTSH icon
Cognizant
CTSH
+$208K
5
CMCSA icon
Comcast
CMCSA
+$191K

Sector Composition

1 Technology 26.87%
2 Financials 11.92%
3 Healthcare 10.24%
4 Consumer Discretionary 8.57%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$411K 0.1%
3,865
127
$410K 0.1%
1,453
+30
128
$410K 0.1%
12,090
129
$407K 0.1%
5,900
+10
130
$403K 0.1%
3,755
-225
131
$393K 0.09%
+925
132
$389K 0.09%
3,000
+125
133
$384K 0.09%
1,173
134
$384K 0.09%
4,397
-11
135
$383K 0.09%
9,247
+916
136
$379K 0.09%
8,948
-474
137
$376K 0.09%
4,192
138
$374K 0.09%
2,458
-60
139
$373K 0.09%
9,144
-780
140
$369K 0.09%
1,734
+41
141
$359K 0.09%
3,721
-50
142
$359K 0.09%
+4,016
143
$356K 0.09%
2,984
+8
144
$354K 0.08%
2,165
145
$345K 0.08%
5,005
-55
146
$340K 0.08%
12,844
-25
147
$340K 0.08%
1,495
148
$333K 0.08%
2,743
-25
149
$328K 0.08%
7,014
+15
150
$325K 0.08%
1,471
-100
3 4 5
6
7