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
$196M
AUM Growth
-$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1 +$1.53M
2 +$1.24M
3 +$534K
4
UNP icon
Union Pacific
UNP
+$362K
5
IBM icon
IBM
IBM
+$248K

Top Sells

1 +$604K
2 +$494K
3 +$316K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$227K
5
SYK icon
Stryker
SYK
+$205K

Sector Composition

1 Technology 16.86%
2 Financials 13.27%
3 Healthcare 12.65%
4 Industrials 10.9%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$2K ﹤0.01%
11
+4
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$2K ﹤0.01%
100
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44
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+10
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+11
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+5
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6
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236
+36
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$1K ﹤0.01%
+6
300
$1K ﹤0.01%
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