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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
$281M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.62M
3
+$1.41M
4
MDT icon
Medtronic
MDT
+$1.36M
5
CB icon
Chubb
CB
+$1.35M

Top Sells

1
+$2.62M
2
+$969K
3
+$797K
4
MCHP icon
Microchip Technology
MCHP
+$733K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$611K

Sector Composition

1 Technology 20.03%
2 Healthcare 12.7%
3 Financials 9.32%
4 Communication Services 8.77%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$235K 0.08%
+1,350
152
$232K 0.08%
+5,234
153
$231K 0.08%
13,220
-625
154
$214K 0.08%
+725
155
$213K 0.08%
3,900
-960
156
$208K 0.07%
+1,640
157
$202K 0.07%
+654
158
$202K 0.07%
8,170
-360
159
$168K 0.06%
+15,281
160
$139K 0.05%
12,955
-27,634
161
– –
-2,605
162
– –
-4,535
163
– –
-9,020
164
– –
-4,326
165
– –
-13,942
166
– –
-8,926
3 4 5 6
7