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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
$305M
AUM Growth
+$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.38M
3
+$1.09M
4
ORCL icon
Oracle
ORCL
+$603K
5
MSFT icon
Microsoft
MSFT
+$596K

Top Sells

1
+$1.39M
2
+$888K
3
+$592K
4
AMAT icon
Applied Materials
AMAT
+$477K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$427K

Sector Composition

1 Technology 15.26%
2 Financials 10.48%
3 Healthcare 10.46%
4 Communication Services 8.06%
5 Consumer Staples 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$271K 0.09%
6,907
-678
177
$263K 0.09%
10,120
+2,375
178
$256K 0.08%
+1,530
179
$251K 0.08%
846
-202
180
$246K 0.08%
2,000
181
$226K 0.07%
1,745
182
$202K 0.07%
6,892
183
$47K 0.02%
10,200
-2,390
184
– –
-13,915
185
– –
-3,790
186
– –
-6,864
187
– –
-4,214
188
– –
-1,225
189
– –
-6,392
190
– –
-1,285
191
– –
-1,955
4 5 6 7
8