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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
$289M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.83M
3
+$1.77M
4
STI
SunTrust Banks, Inc.
STI
+$1.46M
5
WFC icon
Wells Fargo
WFC
+$1.08M

Top Sells

1
+$524K
2
+$423K
3
+$285K
4
QCOM icon
Qualcomm
QCOM
+$265K
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$258K

Sector Composition

1 Technology 14.45%
2 Financials 12.97%
3 Healthcare 12.13%
4 Industrials 9.02%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$436K 0.15%
16,757
+440
152
$425K 0.15%
2,257
-30
153
$415K 0.14%
9,061
-670
154
$411K 0.14%
6,860
-1,250
155
$407K 0.14%
+12,378
156
$384K 0.13%
12,343
-3,980
157
$382K 0.13%
35,130
-42,320
158
$360K 0.12%
14,125
-200
159
$355K 0.12%
13,435
+200
160
$352K 0.12%
9,165
+1,983
161
$347K 0.12%
5,305
-550
162
$343K 0.12%
8,640
-751
163
$340K 0.12%
9,000
164
$336K 0.12%
13,375
-300
165
$331K 0.11%
7,927
+78
166
$326K 0.11%
5,660
-385
167
$316K 0.11%
5,058
-369
168
$309K 0.11%
12,484
169
$300K 0.1%
8,912
-840
170
$297K 0.1%
11,365
171
$293K 0.1%
+2,367
172
$286K 0.1%
19,827
173
$284K 0.1%
+3,333
174
$281K 0.1%
1,945
-25
175
$263K 0.09%
9,295
-75
4 5 6
7
8