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
$354M
AUM Growth
+$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$2.5M
3
+$1.28M
4
JPM icon
JPMorgan Chase
JPM
+$829K
5
IYW icon
iShares US Technology ETF
IYW
+$818K

Top Sells

1
+$2.7M
2
+$796K
3
+$663K
4
DHR icon
Danaher
DHR
+$568K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$509K

Sector Composition

1 Technology 21.17%
2 Financials 9.56%
3 Healthcare 9.16%
4 Industrials 8.06%
5 Consumer Staples 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.24K ﹤0.01%
21
+13
227
$9.18K ﹤0.01%
+192
228
$9.05K ﹤0.01%
133
+8
229
$9.02K ﹤0.01%
+213
230
$9.01K ﹤0.01%
196
+96
231
$8.93K ﹤0.01%
+30
232
$8.82K ﹤0.01%
+45
233
$8.69K ﹤0.01%
+23
234
$8.58K ﹤0.01%
85
235
$8.54K ﹤0.01%
61
+12
236
$8.36K ﹤0.01%
+60
237
$8.17K ﹤0.01%
+40
238
$8K ﹤0.01%
+46
239
$7.84K ﹤0.01%
175
240
$7.71K ﹤0.01%
+51
241
$7.69K ﹤0.01%
+97
242
$7.68K ﹤0.01%
+47
243
$7.67K ﹤0.01%
+21
244
$7.65K ﹤0.01%
113
+35
245
$7.35K ﹤0.01%
+18
246
$7.33K ﹤0.01%
+40
247
$7.26K ﹤0.01%
+31
248
$7.17K ﹤0.01%
+18
249
$7.09K ﹤0.01%
+30
250
$6.88K ﹤0.01%
+15
8 9
10
11 12