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
$281M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.62M
3
+$1.41M
4
MDT icon
Medtronic
MDT
+$1.36M
5
CB icon
Chubb
CB
+$1.35M

Top Sells

1
+$2.62M
2
+$969K
3
+$797K
4
MCHP icon
Microchip Technology
MCHP
+$733K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$611K

Sector Composition

1 Technology 20.03%
2 Healthcare 12.7%
3 Financials 9.32%
4 Communication Services 8.77%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.8M 5.26%
162,272
+2,988
2
$12.3M 4.38%
60,588
+6,393
3
$10.2M 3.62%
720,116
-31,936
4
$8.41M 2.99%
107,096
+8,822
5
$6.72M 2.39%
56,883
-22,164
6
$5.7M 2.03%
103,368
+1,166
7
$5.6M 1.99%
245,286
-16,298
8
$5.57M 1.98%
59,242
+7,405
9
$5.34M 1.9%
38,680
+9,460
10
$5.26M 1.87%
87,953
-9,213
11
$5.12M 1.82%
42,808
+4,171
12
$4.75M 1.69%
67,060
+24,940
13
$4.44M 1.58%
31,542
+3,697
14
$4.35M 1.55%
238,999
-16,512
15
$4.22M 1.5%
95,279
-11,925
16
$3.94M 1.4%
15,723
+6,481
17
$3.62M 1.29%
31,318
-2,320
18
$3.48M 1.24%
63,621
+7,560
19
$3.42M 1.22%
110,179
-5,869
20
$3.37M 1.2%
24,964
-4,290
21
$3.34M 1.19%
83,580
+13,020
22
$3.33M 1.18%
31,859
+7,413
23
$3.32M 1.18%
71,097
+3,276
24
$3.08M 1.1%
31,375
-850
25
$3.07M 1.09%
52,159
+5,318
1
2 3 4 5