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
$354M
AUM Growth
+$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$2.5M
3
+$1.28M
4
JPM icon
JPMorgan Chase
JPM
+$829K
5
IYW icon
iShares US Technology ETF
IYW
+$818K

Top Sells

1
+$2.7M
2
+$796K
3
+$663K
4
DHR icon
Danaher
DHR
+$568K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$509K

Sector Composition

1 Technology 21.17%
2 Financials 9.56%
3 Healthcare 9.16%
4 Industrials 8.06%
5 Consumer Staples 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6.85K ﹤0.01%
+29
252
$6.83K ﹤0.01%
+67
253
$6.76K ﹤0.01%
+79
254
$6.72K ﹤0.01%
+26
255
$6.72K ﹤0.01%
358
256
$6.64K ﹤0.01%
114
+76
257
$6.53K ﹤0.01%
+80
258
$6.53K ﹤0.01%
+15
259
$6.41K ﹤0.01%
+32
260
$6.37K ﹤0.01%
+52
261
$6.36K ﹤0.01%
125
262
$6.36K ﹤0.01%
+40
263
$6.25K ﹤0.01%
+60
264
$6.24K ﹤0.01%
+12
265
$6.23K ﹤0.01%
+118
266
$6.18K ﹤0.01%
+65
267
$6.08K ﹤0.01%
+7
268
$5.94K ﹤0.01%
+67
269
$5.91K ﹤0.01%
98
+42
270
$5.71K ﹤0.01%
+153
271
$5.68K ﹤0.01%
+13
272
$5.66K ﹤0.01%
+150
273
$5.65K ﹤0.01%
+55
274
$5.65K ﹤0.01%
22
+6
275
$5.61K ﹤0.01%
68
9 10
11
12 13