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Plimoth Trust Portfolio holdings

AUM $447M
1-Year Est. Return 24.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$840K
3
+$774K
4
GLD icon
SPDR Gold Trust
GLD
+$759K
5
CRM icon
Salesforce
CRM
+$527K

Top Sells

1
+$886K
2
+$707K
3
+$705K
4
JNJ icon
Johnson & Johnson
JNJ
+$637K
5
JPM icon
JPMorgan Chase
JPM
+$637K

Sector Composition

1 Technology 27.83%
2 Financials 11.66%
3 Healthcare 10.03%
4 Industrials 8.44%
5 Communication Services 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$414K 0.09%
3,570
-295
127
$412K 0.09%
12,288
-11,378
128
$412K 0.09%
839
-20
129
$406K 0.09%
2,984
130
$406K 0.09%
4,149
-248
131
$404K 0.09%
2,985
-15
132
$400K 0.09%
9,176
+32
133
$395K 0.09%
1,450
-3
134
$391K 0.09%
4,138
-54
135
$379K 0.09%
3,650
-105
136
$375K 0.08%
4,016
137
$374K 0.08%
2,408
-50
138
$371K 0.08%
1,900
-265
139
$365K 0.08%
3,735
-170
140
$363K 0.08%
1,709
-25
141
$358K 0.08%
1,862
-20
142
$350K 0.08%
2,685
-58
143
$335K 0.08%
4,440
-565
144
$323K 0.07%
3,146
-575
145
$316K 0.07%
5,695
-205
146
$315K 0.07%
561
-227
147
$299K 0.07%
6,920
148
$294K 0.07%
1,421
-50
149
$291K 0.07%
6,274
-740
150
$289K 0.07%
8,590
-310
3 4 5
6
7