PT

Plimoth Trust Portfolio holdings

AUM $449M
1-Year Est. Return 22.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.25%
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
+$999K
2
+$989K
3
+$766K
4
ABT icon
Abbott
ABT
+$731K
5
AMZN icon
Amazon
AMZN
+$608K

Top Sells

1
+$1.01M
2
+$913K
3
+$799K
4
AMAT icon
Applied Materials
AMAT
+$790K
5
KMB icon
Kimberly-Clark
KMB
+$504K

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%
3,309
-20
152
$273K 0.08%
5,100
-1,500
153
$272K 0.08%
8,610
+74
154
$270K 0.08%
1,400
-50
155
$264K 0.07%
615
+30
156
$263K 0.07%
1,107
-179
157
$250K 0.07%
+9,288
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
– –
-1,010
166
– –
-3,490
3 4 5 6
7