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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
$304M
AUM Growth
+$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1M
3
+$889K
4
DOW icon
Dow Inc
DOW
+$843K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$632K

Top Sells

1
+$1.25M
2
+$1.01M
3
+$609K
4
DD icon
DuPont de Nemours
DD
+$591K
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$550K

Sector Composition

1 Technology 14.89%
2 Healthcare 11.38%
3 Financials 10.39%
4 Industrials 7.57%
5 Communication Services 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$264K 0.09%
6,392
-1,900
177
$254K 0.08%
6,864
-4,440
178
$253K 0.08%
2,000
179
$245K 0.08%
+7,745
180
$244K 0.08%
1,225
-150
181
$243K 0.08%
1,140
-85
182
$224K 0.07%
1,293
-35
183
$216K 0.07%
+6,892
184
$211K 0.07%
3,790
+65
185
$202K 0.07%
1,285
-1,347
186
$201K 0.07%
+4,214
187
$200K 0.07%
+1,745
188
$54K 0.02%
12,590
-5,350
189
– –
-19,827
190
– –
-24,067
191
– –
-4,689
192
– –
-23,790
193
– –
-28,506
194
– –
-4,123
195
– –
-3,065
4 5 6 7
8