PT

Plimoth Trust Portfolio holdings

AUM $447M
1-Year Est. Return 24.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$840K
3
+$774K
4
GLD icon
SPDR Gold Trust
GLD
+$759K
5
CRM icon
Salesforce
CRM
+$527K

Top Sells

1
+$886K
2
+$707K
3
+$705K
4
JNJ icon
Johnson & Johnson
JNJ
+$637K
5
JPM icon
JPMorgan Chase
JPM
+$637K

Sector Composition

1 Technology 27.83%
2 Financials 11.66%
3 Healthcare 10.03%
4 Industrials 8.44%
5 Communication Services 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.4M 6.21%
52,957
-1,386
2
$27.4M 6.2%
107,519
-989
3
$24.1M 5.46%
129,317
-5,081
4
$15.4M 3.48%
63,282
-2,306
5
$14.1M 3.2%
64,436
-588
6
$13.7M 3.1%
43,360
-2,142
7
$7.84M 1.78%
76,095
-1,363
8
$7.31M 1.66%
72,957
+328
9
$7.29M 1.65%
21,367
+299
10
$7.1M 1.61%
34,664
-672
11
$6.49M 1.47%
8,501
+321
12
$6.46M 1.46%
38,822
+391
13
$6.35M 1.44%
56,330
-4,818
14
$6.31M 1.43%
19,130
+558
15
$6.17M 1.4%
33,273
-3,719
16
$5.93M 1.34%
35,434
-830
17
$5.61M 1.27%
127,044
-6,747
18
$5.55M 1.26%
11,623
-251
19
$5.51M 1.25%
39,124
+1,028
20
$5.46M 1.24%
65,030
+4,691
21
$5.33M 1.21%
459,670
+6,410
22
$5.26M 1.19%
17,298
-219
23
$5M 1.13%
32,567
+47
24
$5M 1.13%
6,807
+378
25
$4.97M 1.12%
20,956
+2,091
1
2 3 4 5