PCTC

Perkins Coie Trust Company Portfolio holdings

AUM $532M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$6.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$674K
3
+$427K
4
IAU icon
iShares Gold Trust
IAU
+$350K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$180K

Top Sells

1
+$2.24M
2
+$620K
3
+$376K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$83.8K
5
AMZN icon
Amazon
AMZN
+$42K

Sector Composition

1 Technology 15.29%
2 Healthcare 12.59%
3 Financials 12.08%
4 Industrials 11.33%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6K ﹤0.01%
100
227
$6K ﹤0.01%
1,000
228
$6K ﹤0.01%
200
229
$6K ﹤0.01%
255
230
$6K ﹤0.01%
175
231
$6K ﹤0.01%
150
232
$5K ﹤0.01%
73
233
$5K ﹤0.01%
100
234
$5K ﹤0.01%
100
235
$4K ﹤0.01%
241
236
$4K ﹤0.01%
150
237
$4K ﹤0.01%
154
238
$4K ﹤0.01%
100
239
$4K ﹤0.01%
347
240
$3K ﹤0.01%
51
241
$3K ﹤0.01%
39
242
$3K ﹤0.01%
100
243
$3K ﹤0.01%
100
244
$3K ﹤0.01%
68
245
$3K ﹤0.01%
39
246
$2K ﹤0.01%
38
247
$2K ﹤0.01%
108
248
$2K ﹤0.01%
50
249
$2K ﹤0.01%
150
250
$2K ﹤0.01%
29
7 8 9
10
11