PCTC

Perkins Coie Trust Company Portfolio holdings

AUM $537M
1-Year Est. Return 18.68%
This Quarter Est. Return
1 Year Est. Return
+18.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$322M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1 +$9.54M
2 +$1.61M
3 +$1.08M
4
FCX icon
Freeport-McMoran
FCX
+$392K
5
T icon
AT&T
T
+$299K

Top Sells

1 +$4.67M
2 +$1.6M
3 +$792K
4
COST icon
Costco
COST
+$234K
5
PFE icon
Pfizer
PFE
+$201K

Sector Composition

1 Technology 22.64%
2 Healthcare 12.05%
3 Financials 11.96%
4 Industrials 6.59%
5 Communication Services 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$2K ﹤0.01%
40
227
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228
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60
229
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300
230
$1K ﹤0.01%
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30
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40
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$0 ﹤0.01%
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$0 ﹤0.01%
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