PT
Plimoth Trust Portfolio holdings
AUM
$447M
1-Year Est. Return
24.12%
This Fund
S&P 500
1 Year Est. Return
+24.12%
AUM
$447M
AUM Growth
-$1.43M
(-0.32%)
Holding
179
Top Buys
| 1 | +$1.58M | |
| 2 | +$1.26M | |
| 3 | +$857K | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$742K |
| 5 |
NVIDIA
NVDA
|
+$714K |
Top Sells
| 1 | +$1.01M | |
| 2 | +$686K | |
| 3 | +$524K | |
| 4 |
Deere & Co
DE
|
+$436K |
| 5 |
Walt Disney
DIS
|
+$412K |
Sector Composition
| 1 | Technology | 25.75% |
| 2 | Financials | 11.29% |
| 3 | Healthcare | 10.72% |
| 4 | Industrials | 9.15% |
| 5 | Communication Services | 8.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
International Paper
IP
$17.9B
| – | – |
-5,779
|
|
||
|
NVO
177
Novo Nordisk
NVO
$190B
| – | – |
-4,275
|
|
||
178
Thermo Fisher Scientific
TMO
$179B
| – | – |
-419
|
|