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
$133M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1 +$1.44M
2 +$592K
3 +$391K
4
MMM icon
3M
MMM
+$381K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$329K

Top Sells

1 +$570K
2 +$419K
3 +$185K
4
BA icon
Boeing
BA
+$72.3K
5
COST icon
Costco
COST
+$66.1K

Sector Composition

1 Technology 16.37%
2 Healthcare 14.51%
3 Financials 11.46%
4 Industrials 6.31%
5 Consumer Staples 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-500
252
$0 ﹤0.01%
13
253
$0 ﹤0.01%
38
254
-140