PCTC
Perkins Coie Trust Company Portfolio holdings
AUM
$587M
This Quarter Return
+1.87%
1 Year Return
+15.01%
3 Year Return
+60.93%
5 Year Return
+103.85%
10 Year Return
+250.31%
AUM
$202M
AUM Growth
+$202M
(+0.47%)
Cap. Flow
-$1.84M
Cap. Flow
% of AUM
-0.91%
Top 10 Holdings %
Top 10 Hldgs %
33.22%
Holding
309
New
2
Increased
23
Reduced
74
Closed
2
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$93.1K |
| 2 |
Waste Management
WM
|
$73.9K |
| 3 |
RDFN
Redfin
RDFN
|
$68.7K |
| 4 |
Comcast
CMCSA
|
$50.3K |
| 5 |
CVS Health
CVS
|
$41.9K |
Top Sells
| 1 |
Microsoft
MSFT
|
$181K |
| 2 |
First Trust Global Wind Energy ETF
FAN
|
$147K |
| 3 |
GE Aerospace
GE
|
$125K |
| 4 |
Wells Fargo
WFC
|
$114K |
| 5 |
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% |
