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
$215M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1 +$48.2K
2 +$21.2K
3 +$18.9K
4
CMCSA icon
Comcast
CMCSA
+$17.9K
5
CB icon
Chubb
CB
+$15.8K

Top Sells

1 +$414K
2 +$169K
3 +$128K
4
AAPL icon
Apple
AAPL
+$104K
5
COST icon
Costco
COST
+$102K

Sector Composition

1 Technology 15.61%
2 Financials 13.7%
3 Industrials 12.28%
4 Healthcare 12.09%
5 Communication Services 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$12K 0.01%
676
252
$12K 0.01%
1,000
253
$12K 0.01%
87
254
$11K 0.01%
544
255
$11K 0.01%
100
256
$11K 0.01%
100
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$10K ﹤0.01%
93
258
$9K ﹤0.01%
112
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$9K ﹤0.01%
355
260
$8K ﹤0.01%
37
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$8K ﹤0.01%
100
262
$8K ﹤0.01%
175
263
$8K ﹤0.01%
95
264
$8K ﹤0.01%
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$8K ﹤0.01%
89
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$8K ﹤0.01%
71
267
$8K ﹤0.01%
350
268
$7K ﹤0.01%
135
269
$7K ﹤0.01%
499
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$7K ﹤0.01%
200
-126
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$7K ﹤0.01%
52
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$6K ﹤0.01%
30
273
$6K ﹤0.01%
78
274
$6K ﹤0.01%
175
275
$6K ﹤0.01%
358