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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
$305M
AUM Growth
+$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.38M
3
+$1.09M
4
ORCL icon
Oracle
ORCL
+$603K
5
MSFT icon
Microsoft
MSFT
+$596K

Top Sells

1
+$1.39M
2
+$888K
3
+$592K
4
AMAT icon
Applied Materials
AMAT
+$477K
5
DES icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$408K 0.13%
2,962
152
$404K 0.13%
+1,464
153
$403K 0.13%
15,790
-670
154
$394K 0.13%
8,250
-750
155
$386K 0.13%
13,787
-2,699
156
$386K 0.13%
8,688
-35
157
$386K 0.13%
6,528
+81
158
$372K 0.12%
11,805
+1,120
159
$372K 0.12%
6,415
-275
160
$371K 0.12%
5,390
-300
161
$366K 0.12%
14,250
-200
162
$349K 0.11%
1,210
-110
163
$341K 0.11%
13,434
164
$331K 0.11%
13,005
+250
165
$326K 0.11%
10,078
-600
166
$315K 0.1%
4,862
-580
167
$314K 0.1%
1,450
+45
168
$312K 0.1%
5,195
+190
169
$309K 0.1%
6,131
-110
170
$306K 0.1%
16,175
-350
171
$303K 0.1%
2,541
-155
172
$300K 0.1%
5,000
-440
173
$298K 0.1%
5,121
-311
174
$283K 0.09%
11,189
-150
175
$279K 0.09%
6,327
-1,014
4 5 6
7
8