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
$356M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$957K
3
+$844K
4
NVDA icon
NVIDIA
NVDA
+$748K
5
ABT icon
Abbott
ABT
+$727K

Top Sells

1
+$1.03M
2
+$925K
3
+$838K
4
IBM icon
IBM
IBM
+$819K
5
KMB icon
Kimberly-Clark
KMB
+$506K

Sector Composition

1 Technology 20.63%
2 Healthcare 12.21%
3 Financials 10.69%
4 Communication Services 8.76%
5 Consumer Discretionary 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.9M 5.6%
145,644
+752
2
$16.1M 4.51%
59,372
-413
3
$11M 3.09%
719,507
-3,334
4
$9.68M 2.72%
62,256
+1,465
5
$9.62M 2.7%
94,512
-10,141
6
$8.51M 2.39%
49,460
+3,660
7
$7.84M 2.2%
64,200
-1,020
8
$7.63M 2.14%
66,197
+605
9
$5.84M 1.64%
40,983
-5,887
10
$5.83M 1.64%
104,141
-5,105
11
$5.58M 1.57%
101,749
-5,297
12
$5.5M 1.54%
26,422
+1,266
13
$5.38M 1.51%
32,677
-220
14
$5.35M 1.5%
39,682
-345
15
$5.17M 1.45%
26,637
+275
16
$5.12M 1.44%
21,163
+452
17
$5.03M 1.41%
231,533
-14,734
18
$4.9M 1.38%
104,235
+4,935
19
$4.43M 1.24%
19,166
+273
20
$4.42M 1.24%
12,706
-440
21
$4.35M 1.22%
30,440
+3,677
22
$4.09M 1.15%
32,977
-1,169
23
$4.06M 1.14%
17,349
+650
24
$4.02M 1.13%
16,441
+1,067
25
$3.96M 1.11%
12,424
-250
1
2 3 4 5