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
$384M
AUM Growth
-$5.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.3M
3
+$2.1M
4
NVDA icon
NVIDIA
NVDA
+$1.62M
5
CI icon
Cigna
CI
+$1.47M

Top Sells

1
+$1.69M
2
+$1.62M
3
+$1.6M
4
CRM icon
Salesforce
CRM
+$1.2M
5
WMT icon
Walmart
WMT
+$1.06M

Sector Composition

1 Technology 24.48%
2 Healthcare 11.79%
3 Financials 11.49%
4 Consumer Discretionary 8.74%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.8M 6.21%
107,351
-3,475
2
$20.5M 5.34%
54,615
+2,989
3
$14.5M 3.77%
133,436
+14,936
4
$12M 3.12%
62,900
-105
5
$11.2M 2.93%
45,798
-1,430
6
$9.99M 2.6%
64,591
-2,431
7
$7.19M 1.87%
60,418
+11,425
8
$7.14M 1.86%
20,370
-838
9
$6.95M 1.81%
70,226
-6,341
10
$6.81M 1.77%
77,547
-12,119
11
$6.45M 1.68%
7,813
+2,542
12
$5.87M 1.53%
35,379
+71
13
$5.68M 1.48%
33,342
-531
14
$5.66M 1.48%
36,879
+468
15
$5.47M 1.42%
17,509
+81
16
$5.46M 1.42%
32,629
-4,515
17
$5.28M 1.38%
133,116
+24,433
18
$5.13M 1.34%
35,325
-125
19
$4.91M 1.28%
18,297
-4,456
20
$4.91M 1.28%
54,681
+6,535
21
$4.79M 1.25%
427,010
-15,624
22
$4.79M 1.25%
36,138
+452
23
$4.74M 1.23%
52,309
-17,680
24
$4.69M 1.22%
15,532
-428
25
$4.62M 1.2%
163,294
+10,217
1
2 3 4 5