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Plimoth Trust Portfolio holdings

AUM $447M
1-Year Est. Return 24.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$840K
3
+$774K
4
GLD icon
SPDR Gold Trust
GLD
+$759K
5
CRM icon
Salesforce
CRM
+$527K

Top Sells

1
+$886K
2
+$707K
3
+$705K
4
JNJ icon
Johnson & Johnson
JNJ
+$637K
5
JPM icon
JPMorgan Chase
JPM
+$637K

Sector Composition

1 Technology 27.83%
2 Financials 11.66%
3 Healthcare 10.03%
4 Industrials 8.44%
5 Communication Services 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$287K 0.07%
2,572
-50
152
$283K 0.06%
6,719
-2,528
153
$282K 0.06%
6,318
-2,630
154
$281K 0.06%
1,190
-305
155
$279K 0.06%
12,169
-675
156
$275K 0.06%
2,627
157
$272K 0.06%
5,127
158
$266K 0.06%
5,505
-800
159
$261K 0.06%
+5,826
160
$252K 0.06%
1,967
-100
161
$250K 0.06%
2,588
+25
162
$246K 0.06%
3,000
163
$238K 0.05%
3,063
-30
164
$238K 0.05%
2,860
165
$234K 0.05%
+2,310
166
$234K 0.05%
2,150
-200
167
$206K 0.05%
424
-166
3 4 5 6
7