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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
$417M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$532K
3
+$450K
4
AXP icon
American Express
AXP
+$442K
5
AMZN icon
Amazon
AMZN
+$420K

Top Sells

1
+$1.52M
2
+$332K
3
+$218K
4
CTSH icon
Cognizant
CTSH
+$208K
5
CMCSA icon
Comcast
CMCSA
+$191K

Sector Composition

1 Technology 26.87%
2 Financials 11.92%
3 Healthcare 10.24%
4 Consumer Discretionary 8.57%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$285K 0.07%
+6,305
152
$283K 0.07%
8,900
-431
153
$277K 0.07%
2,622
-18
154
$271K 0.06%
5,127
155
$266K 0.06%
6,920
156
$250K 0.06%
2,627
-20
157
$250K 0.06%
2,067
158
$245K 0.06%
2,563
+158
159
$242K 0.06%
+3,093
160
$239K 0.06%
590
161
$233K 0.06%
2,860
162
$214K 0.05%
+2,350
163
$208K 0.05%
3,000
164
– –
-5,076
165
– –
-2,713
3 4 5 6
7