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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
$298M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$720K
2
+$713K
3
+$601K
4
SYK icon
Stryker
SYK
+$593K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$547K

Top Sells

1
+$1.4M
2
+$614K
3
+$501K
4
DRI icon
Darden Restaurants
DRI
+$442K
5
GILD icon
Gilead Sciences
GILD
+$422K

Sector Composition

1 Technology 20.28%
2 Healthcare 12.52%
3 Financials 8.92%
4 Consumer Discretionary 8.83%
5 Communication Services 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$225K 0.08%
4,875
-359
152
$219K 0.07%
1,898
-510
153
$218K 0.07%
1,285
-15
154
$216K 0.07%
644
-10
155
$215K 0.07%
+3,378
156
$207K 0.07%
1,450
-190
157
$120K 0.04%
10,495
-2,460
158
$117K 0.04%
11,587
-3,694
159
– –
-1,350
160
– –
-725
161
– –
-8,170
3 4 5 6
7