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
$215M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1 +$48.2K
2 +$21.2K
3 +$18.9K
4
CMCSA icon
Comcast
CMCSA
+$17.9K
5
CB icon
Chubb
CB
+$15.8K

Top Sells

1 +$414K
2 +$169K
3 +$128K
4
AAPL icon
Apple
AAPL
+$104K
5
COST icon
Costco
COST
+$102K

Sector Composition

1 Technology 15.61%
2 Financials 13.7%
3 Industrials 12.28%
4 Healthcare 12.09%
5 Communication Services 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$20K 0.01%
304
227
$19K 0.01%
1,096
228
$19K 0.01%
308
229
$19K 0.01%
619
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500
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177
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$17K 0.01%
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$17K 0.01%
396
-6
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$17K 0.01%
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129
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$17K 0.01%
1,050
238
$17K 0.01%
153
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100
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$15K 0.01%
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$15K 0.01%
350
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$15K 0.01%
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$14K 0.01%
750
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$13K 0.01%
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$13K 0.01%
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249
$13K 0.01%
115
250
$13K 0.01%
521