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
$313M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1 +$24M
2 +$2.03M
3 +$1.78M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$458K
5
QCOM icon
Qualcomm
QCOM
+$439K

Top Sells

1 +$601K
2 +$433K
3 +$385K
4
OTIS icon
Otis Worldwide
OTIS
+$225K
5
SYK icon
Stryker
SYK
+$207K

Sector Composition

1 Technology 18.39%
2 Financials 11.77%
3 Healthcare 11.33%
4 Consumer Staples 6.35%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-955
227
-470
228
-550
229
-33,904
230
-6
231
-390
232
-56
233
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234
-60