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
$133M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$590K
3
+$493K
4
IAU icon
iShares Gold Trust
IAU
+$259K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$168K

Top Sells

1
+$939K
2
+$228K
3
+$59.2K
4
UNH icon
UnitedHealth
UNH
+$53.3K
5
SHW icon
Sherwin-Williams
SHW
+$34.4K

Sector Composition

1 Technology 16.01%
2 Healthcare 14.89%
3 Financials 10.12%
4 Industrials 6.66%
5 Consumer Discretionary 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1K ﹤0.01%
182
252
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253
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254
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255
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$0 ﹤0.01%
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$0 ﹤0.01%
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$0 ﹤0.01%
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