PT

Plimoth Trust Portfolio holdings

AUM $449M
1-Year Est. Return 22.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$417M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$532K
3
+$450K
4
AXP icon
American Express
AXP
+$442K
5
AMZN icon
Amazon
AMZN
+$420K

Top Sells

1
+$1.52M
2
+$332K
3
+$218K
4
CTSH icon
Cognizant
CTSH
+$208K
5
CMCSA icon
Comcast
CMCSA
+$191K

Sector Composition

1 Technology 26.87%
2 Financials 11.92%
3 Healthcare 10.24%
4 Consumer Discretionary 8.57%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27M 6.48%
54,343
-272
2
$22.3M 5.34%
108,508
+1,157
3
$21.2M 5.09%
134,398
+962
4
$14.3M 3.42%
65,024
+2,124
5
$13.2M 3.16%
45,502
-296
6
$11.6M 2.77%
65,588
+997
7
$7.57M 1.82%
77,458
-89
8
$7.48M 1.79%
21,068
+698
9
$7.2M 1.73%
72,629
+2,403
10
$6.59M 1.58%
61,148
+730
11
$6.47M 1.55%
35,336
+11
12
$6.38M 1.53%
8,180
+367
13
$6.12M 1.47%
38,431
+1,552
14
$5.78M 1.39%
133,791
+675
15
$5.65M 1.36%
36,992
+1,613
16
$5.3M 1.27%
36,264
+126
17
$5.18M 1.24%
32,520
-822
18
$5.14M 1.23%
18,865
+568
19
$5.12M 1.23%
18,572
+1,476
20
$5.12M 1.23%
17,517
+8
21
$5.04M 1.21%
453,260
+26,250
22
$4.82M 1.16%
38,096
-2,992
23
$4.78M 1.15%
60,339
+5,658
24
$4.75M 1.14%
6,429
+861
25
$4.74M 1.14%
33,111
+482
1
2 3 4 5