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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
$334M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$274K
2
+$228K
3
+$222K
4
AFL icon
Aflac
AFL
+$215K
5
AXP icon
American Express
AXP
+$185K

Top Sells

1
+$1.87M
2
+$659K
3
+$551K
4
AAPL icon
Apple
AAPL
+$423K
5
MSFT icon
Microsoft
MSFT
+$272K

Sector Composition

1 Technology 24.4%
2 Healthcare 13.53%
3 Financials 9.95%
4 Consumer Discretionary 8.46%
5 Consumer Staples 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$247K 0.07%
6,920
152
$241K 0.07%
5,299
-30
153
$241K 0.07%
2,526
154
$238K 0.07%
3,634
-306
155
$215K 0.06%
+3,075
156
$213K 0.06%
2,570
-187
157
– –
-19,300
158
– –
-1,839
159
– –
-4,600
160
– –
-6,140
3 4 5 6
7