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
$292M
AUM Growth
+$2.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1 +$890K
2 +$812K
3 +$676K
4
UPS icon
United Parcel Service
UPS
+$622K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$618K

Top Sells

1 +$1.05M
2 +$951K
3 +$697K
4
CSCO icon
Cisco
CSCO
+$694K
5
MON
Monsanto Co
MON
+$588K

Sector Composition

1 Technology 14.45%
2 Financials 12.52%
3 Healthcare 12.1%
4 Industrials 8.85%
5 Consumer Staples 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$433K 0.15%
12,378
152
$430K 0.15%
2,057
-200
153
$407K 0.14%
2,911
-412
154
$380K 0.13%
8,621
-440
155
$374K 0.13%
5,145
-160
156
$367K 0.13%
8,236
-404
157
$362K 0.12%
5,403
-1,941
158
$359K 0.12%
13,835
+400
159
$355K 0.12%
13,910
+535
160
$355K 0.12%
13,725
-400
161
$342K 0.12%
4,496
+40
162
$322K 0.11%
9,000
163
$311K 0.11%
12,384
-100
164
$300K 0.1%
9,971
-2,372
165
$298K 0.1%
2,185
+265
166
$297K 0.1%
5,365
-325
167
$296K 0.1%
1,875
-70
168
$292K 0.1%
19,827
169
$288K 0.1%
11,065
-300
170
$266K 0.09%
4,390
-1,270
171
$261K 0.09%
9,135
-160
172
$258K 0.09%
3,333
173
$255K 0.09%
3,000
-3,900
174
$238K 0.08%
4,101
+114
175
$229K 0.08%
7,022
+97