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
$279M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1 +$9.61M
2 +$8.84M
3 +$6.97M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$6.81M
5
JPM icon
JPMorgan Chase
JPM
+$6.58M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.1%
2 Healthcare 12.48%
3 Financials 10.61%
4 Industrials 8.93%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$212K 0.08%
+3,370
177
$210K 0.08%
+1,450
178
$205K 0.07%
+8,170