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
$186M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$707K
2
+$600K
3
+$398K
4
LMT icon
Lockheed Martin
LMT
+$378K
5
AMZN icon
Amazon
AMZN
+$358K

Top Sells

1
+$160K
2
+$27.8K
3
+$23.6K
4
HPE icon
Hewlett Packard
HPE
+$9.38K
5
PXD
Pioneer Natural Resource Co.
PXD
+$9.33K

Sector Composition

1 Financials 13.84%
2 Technology 13.66%
3 Industrials 12.28%
4 Healthcare 12.08%
5 Communication Services 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$12K 0.01%
266
252
$12K 0.01%
200
253
$11K 0.01%
647
254
$11K 0.01%
+169
255
$11K 0.01%
93
256
$11K 0.01%
525
-1,125
257
$11K 0.01%
100
258
$11K 0.01%
1,000
259
$10K 0.01%
544
260
$10K 0.01%
87
261
$9K ﹤0.01%
126
262
$9K ﹤0.01%
71
263
$9K ﹤0.01%
175
264
$8K ﹤0.01%
200
265
$8K ﹤0.01%
20
266
$8K ﹤0.01%
499
267
$8K ﹤0.01%
100
268
$7K ﹤0.01%
135
269
$7K ﹤0.01%
1,000
270
$6K ﹤0.01%
52
271
$6K ﹤0.01%
32
272
$6K ﹤0.01%
100
273
$6K ﹤0.01%
200
274
$6K ﹤0.01%
37
275
$5K ﹤0.01%
347
9 10
11
12 13