PT

Plimoth Trust Portfolio holdings

AUM $449M
1-Year Est. Return 22.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.23%
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
+$1.67M
2
+$1.14M
3
+$1.14M
4
AMZN icon
Amazon
AMZN
+$1.07M
5
MMM icon
3M
MMM
+$1.03M

Top Sells

1
+$1.78M
2
+$1.71M
3
+$1.24M
4
PFE icon
Pfizer
PFE
+$762K
5
INTC icon
Intel
INTC
+$692K

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%
8,536
-1,032
156
$266K 0.08%
+5,290
157
$259K 0.08%
11,587
158
$232K 0.07%
585
159
$232K 0.07%
+5,941
160
$228K 0.07%
4,452
-306
161
$213K 0.06%
3,447
-583
162
$206K 0.06%
+2,526
163
– –
-1,733
3 4 5 6
7