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
$375M
AUM Growth
-$530K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$852K
2 +$555K
3 +$529K
4
UNH icon
UnitedHealth
UNH
+$443K
5
DRI icon
Darden Restaurants
DRI
+$225K

Top Sells

1 +$1.25M
2 +$1.18M
3 +$824K
4
ABBV icon
AbbVie
ABBV
+$800K
5
MDT icon
Medtronic
MDT
+$733K

Sector Composition

1 Technology 26.49%
2 Healthcare 12%
3 Financials 10.12%
4 Consumer Discretionary 8.47%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$243K 0.06%
5,380
-35
152
$239K 0.06%
3,360
153
$218K 0.06%
2,945
-50
154
$216K 0.06%
2,115
-444
155
$213K 0.06%
2,409
-166
156
-4,526
157
-4,712