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
$202M
AUM Growth
+$948K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1 +$93.1K
2 +$73.9K
3 +$68.7K
4
CMCSA icon
Comcast
CMCSA
+$50.3K
5
CVS icon
CVS Health
CVS
+$41.9K

Top Sells

1 +$181K
2 +$147K
3 +$125K
4
WFC icon
Wells Fargo
WFC
+$114K
5
AAPL icon
Apple
AAPL
+$109K

Sector Composition

1 Technology 14.88%
2 Financials 14.2%
3 Industrials 12.08%
4 Healthcare 11.62%
5 Communication Services 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$13K 0.01%
1,000
252
$13K 0.01%
240
+201
253
$12K 0.01%
87
254
$11K 0.01%
100
255
$11K 0.01%
100
256
$11K 0.01%
544
257
$11K 0.01%
326
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$11K 0.01%
676
259
$10K ﹤0.01%
175
260
$10K ﹤0.01%
100
-100
261
$10K ﹤0.01%
93
262
$10K ﹤0.01%
95
263
$9K ﹤0.01%
112
264
$8K ﹤0.01%
350
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$8K ﹤0.01%
355
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$7K ﹤0.01%
37
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$7K ﹤0.01%
100
268
$7K ﹤0.01%
135
269
$7K ﹤0.01%
499
270
$7K ﹤0.01%
71
271
$7K ﹤0.01%
89
-14
272
$7K ﹤0.01%
223
273
$7K ﹤0.01%
52
274
$6K ﹤0.01%
78
275
$6K ﹤0.01%
175