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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
$289M
AUM Growth
-$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$459K
2
+$425K
3
+$359K
4
TJX icon
TJX Companies
TJX
+$320K
5
AMT icon
American Tower
AMT
+$219K

Top Sells

1
+$1.77M
2
+$647K
3
+$564K
4
PGX icon
Invesco Preferred ETF
PGX
+$413K
5
MMM icon
3M
MMM
+$387K

Sector Composition

1 Technology 20.94%
2 Healthcare 14.61%
3 Financials 10.28%
4 Consumer Discretionary 8.61%
5 Consumer Staples 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$231K 0.08%
755
-20
152
$227K 0.08%
9,115
153
$212K 0.07%
4,835
154
$204K 0.07%
2,526
155
$204K 0.07%
6,920
156
– –
-4,234
157
– –
-4,520
158
– –
-5,885
159
– –
-2,654
160
– –
-3,673
161
– –
-892
162
– –
-2,820
3 4 5 6
7