Plimoth Trust Company is based out of Plymouth. Their last reported 13F filing for Q4 2023 included $346,541,983 in managed 13F securities
and a top 10 holdings concentration of 29.78%. Plimoth Trust Company's largest holding is Apple Inc with shares held of 114,374. Whalewisdom has at least 25 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
AGG iShares Core U.S. Ag | 0.4% |
INTC Intel Corp. | 0.36% |
STZ Constellation Brands | 0.23% |
TMUS T-Mobile US Inc | 0.21% |
RTX Raytheon Technologie | 0.11% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
PGX Invesco Preferred ET | 0.37% |
REGN Regeneron Pharmaceut | 0.35% |
ATVI Activision Blizzard | 0.23% |
PFFD Global X U.S. Prefer | 0.21% |
PFXF VanEck Preferred Sec | 0.2% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
AAPL Apple Inc | 6.35% |
MSFT Microsoft Corp. | 5.74% |
JPM JPMorgan Chase & Co. | 2.85% |
AMZN Amazon.com Inc. | 2.74% |
GOOGL Alphabet Inc. Class | 2.64% |
2023-12-31
13F Activity
Market Value | $347m, Prior: $319m |
New Purchases | 3 stocks |
Added To | 36 stocks |
Sold out of | 3 stocks |
Reduced holdings in | 108 stocks |
Top 10 Holdings % | 29.78% |
Turnover %[1] | 3.8% |
Turnover Alt %[2] | 1.76% |
Time Held Top 20 | 13.75 quarters |
Time Held Top 10 | 11.1 quarters |
Time Held All | 18.87 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31