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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
$375M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1 +$1.13M
2 +$702K
3 +$609K
4
DRI icon
Darden Restaurants
DRI
+$598K
5
ADBE icon
Adobe
ADBE
+$541K

Top Sells

1 +$849K
2 +$831K
3 +$813K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$806K
5
MDT icon
Medtronic
MDT
+$707K

Sector Composition

1 Technology 24.73%
2 Healthcare 12.7%
3 Financials 10.64%
4 Consumer Discretionary 8.91%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$239K 0.06%
2,575
-219
152
$235K 0.06%
7,790
-100
153
$232K 0.06%
2,995
-335
154
$227K 0.06%
2,559
-228
155
$202K 0.05%
4,526
-375
156
$201K 0.05%
+4,712
157
-12,385
158
-7,435