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
$352M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.51M
3
+$1.5M
4
JPM icon
JPMorgan Chase
JPM
+$1.09M
5
PH icon
Parker-Hannifin
PH
+$475K

Top Sells

1
+$1.71M
2
+$893K
3
+$605K
4
UNH icon
UnitedHealth
UNH
+$269K
5
AAPL icon
Apple
AAPL
+$244K

Sector Composition

1 Technology 22.3%
2 Financials 9.46%
3 Healthcare 9.28%
4 Industrials 5.98%
5 Consumer Staples 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
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