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
$309M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Sells

1 +$652K
2 +$474K
3 +$221K
4
WMT icon
Walmart
WMT
+$195K
5
TGT icon
Target
TGT
+$189K

Sector Composition

1 Technology 14.86%
2 Healthcare 13.02%
3 Financials 12.15%
4 Industrials 8.92%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$428K 0.14%
2,846
-65
152
$427K 0.14%
12,378
153
$418K 0.14%
8,096
-525
154
$409K 0.13%
3,566
155
$398K 0.13%
9,000
156
$373K 0.12%
4,920
+424
157
$363K 0.12%
14,235
+400
158
$362K 0.12%
5,115
-30
159
$361K 0.12%
8,124
-112
160
$354K 0.11%
2,225
+40
161
$350K 0.11%
13,910
162
$332K 0.11%
13,725
163
$319K 0.1%
5,239
-164
164
$315K 0.1%
9,336
-635
165
$302K 0.1%
3,333
166
$300K 0.1%
3,000
167
$296K 0.1%
1,845
-30
168
$295K 0.1%
12,484
+100
169
$281K 0.09%
5,105
-260
170
$280K 0.09%
10,865
-200
171
$278K 0.09%
19,827
172
$263K 0.09%
4,090
-300
173
$255K 0.08%
1,190
+45
174
$248K 0.08%
1,375
-75
175
$246K 0.08%
4,666
+545