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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
$356M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$957K
3
+$844K
4
NVDA icon
NVIDIA
NVDA
+$748K
5
ABT icon
Abbott
ABT
+$727K

Top Sells

1
+$1.03M
2
+$925K
3
+$838K
4
IBM icon
IBM
IBM
+$819K
5
KMB icon
Kimberly-Clark
KMB
+$506K

Sector Composition

1 Technology 20.63%
2 Healthcare 12.21%
3 Financials 10.69%
4 Communication Services 8.76%
5 Consumer Discretionary 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$302K 0.08%
10,005
-1,330
152
$273K 0.08%
5,100
-1,500
153
$272K 0.08%
4,305
+37
154
$270K 0.08%
1,400
-50
155
$264K 0.07%
615
+30
156
$263K 0.07%
1,107
-179
157
$250K 0.07%
+4,644
158
$242K 0.07%
5,305
+15
159
$239K 0.07%
4,452
160
$218K 0.06%
+3,585
161
$217K 0.06%
2,526
162
$212K 0.06%
4,680
-1,261
163
$211K 0.06%
3,251
-196
164
$200K 0.06%
11,656
-6,425
165
– –
-3,490
166
– –
-1,010
3 4 5 6
7