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
$309M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Sells

1 +$652K
2 +$474K
3 +$221K
4
WMT icon
Walmart
WMT
+$195K
5
TGT icon
Target
TGT
+$189K

Sector Composition

1 Technology 14.86%
2 Healthcare 13.02%
3 Financials 12.15%
4 Industrials 8.92%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$240K 0.08%
7,332
+310
177
$228K 0.07%
621
178
$221K 0.07%
3,810
-291
179
$219K 0.07%
8,573
180
$213K 0.07%
1,890
181
$207K 0.07%
+1,375
182
$207K 0.07%
7,070
-2,065
183
$201K 0.07%
4,674
-383
184
$176K 0.06%
24,985
-1,195