PT

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
$319M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$340K
2 +$330K
3 +$286K
4
WSM icon
Williams-Sonoma
WSM
+$204K
5
DUK icon
Duke Energy
DUK
+$192K

Top Sells

1 +$567K
2 +$531K
3 +$523K
4
DD icon
DuPont de Nemours
DD
+$415K
5
TGT icon
Target
TGT
+$336K

Sector Composition

1 Technology 23.53%
2 Healthcare 13.87%
3 Financials 10.02%
4 Consumer Discretionary 8.44%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$233K 0.07%
3,040
-35
152
$225K 0.07%
8,765
153
$223K 0.07%
3,330
-150
154
$221K 0.07%
2,816
+246
155
$212K 0.07%
742
-177
156
$204K 0.06%
+2,620
157
$200K 0.06%
5,302
+3