PT
Plimoth Trust Portfolio holdings
AUM
$417M
This Quarter Return
+2.91%
1 Year Return
+15.67%
3 Year Return
+68.54%
5 Year Return
+115.72%
10 Year Return
–
AUM
$305M
AUM Growth
+$305M
(+0.36%)
Cap. Flow
-$6.56M
Cap. Flow
% of AUM
-2.15%
Top 10 Holdings %
Top 10 Hldgs %
25.84%
Holding
192
New
3
Increased
50
Reduced
120
Closed
8
Top Buys
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$1.84M |
| 2 |
Amazon
AMZN
|
$1.38M |
| 3 |
Bank of America
BAC
|
$1.09M |
| 4 |
Oracle
ORCL
|
$603K |
| 5 |
Microsoft
MSFT
|
$596K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.39M |
| 2 |
Boeing
BA
|
$888K |
| 3 |
Gilead Sciences
GILD
|
$592K |
| 4 |
Applied Materials
AMAT
|
$477K |
| 5 |
WisdomTree US SmallCap Dividend Fund
DES
|
$427K |
Sector Composition
| 1 | Technology | 15.26% |
| 2 | Financials | 10.48% |
| 3 | Healthcare | 10.46% |
| 4 | Communication Services | 8.06% |
| 5 | Consumer Staples | 7.64% |
