PT

Plimoth Trust Portfolio holdings

AUM $449M
1-Year Est. Return 22.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$384M
AUM Growth
-$5.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.58M
3
+$2.12M
4
NVDA icon
NVIDIA
NVDA
+$1.89M
5
CI icon
Cigna
CI
+$1.35M

Top Sells

1
+$1.6M
2
+$1.56M
3
+$1.49M
4
CRM icon
Salesforce
CRM
+$1.39M
5
WMT icon
Walmart Inc
WMT
+$1.14M

Sector Composition

1 Technology 24.48%
2 Healthcare 11.79%
3 Financials 11.49%
4 Consumer Discretionary 8.74%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$269K 0.07%
5,127
152
$268K 0.07%
6,920
153
$230K 0.06%
2,067
-81
154
$229K 0.06%
2,860
155
$229K 0.06%
+2,405
156
$218K 0.06%
+5,076
157
$213K 0.06%
2,647
158
$208K 0.05%
2,713
-543
159
$201K 0.05%
+3,000
160
– –
-7,184
161
– –
-5,265
162
– –
-806
163
– –
-2,763
164
– –
-6,600
3 4 5 6
7