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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
$339M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1 +$1.68M
2 +$1.15M
3 +$1.14M
4
MMM icon
3M
MMM
+$1.11M
5
AMZN icon
Amazon
AMZN
+$1.05M

Top Sells

1 +$1.8M
2 +$1.75M
3 +$1.3M
4
PFE icon
Pfizer
PFE
+$778K
5
INTC icon
Intel
INTC
+$743K

Sector Composition

1 Technology 20.09%
2 Healthcare 12.1%
3 Financials 10.58%
4 Communication Services 8.98%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$284K 0.08%
3,329
-680
152
$282K 0.08%
1,010
+3
153
$275K 0.08%
3,490
+590
154
$274K 0.08%
1,450
155
$273K 0.08%
4,268
-516
156
$266K 0.08%
+5,290
157
$259K 0.08%
11,587
158
$232K 0.07%
+5,941
159
$232K 0.07%
585
160
$228K 0.07%
4,452
-306
161
$213K 0.06%
3,447
-583
162
$206K 0.06%
+2,526
163
-1,733