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
276
$5.45K ﹤0.01%
+90
277
$5.29K ﹤0.01%
+65
278
$5.25K ﹤0.01%
+14
279
$5.23K ﹤0.01%
+67
280
$5.12K ﹤0.01%
+85
281
$4.89K ﹤0.01%
+88
282
$4.62K ﹤0.01%
+9
283
$4.5K ﹤0.01%
+65
284
$4.46K ﹤0.01%
+22
285
$4.34K ﹤0.01%
+19
286
$4.28K ﹤0.01%
110
287
$4.19K ﹤0.01%
139
288
$4.19K ﹤0.01%
+81
289
$4.16K ﹤0.01%
65
-33
290
$4.03K ﹤0.01%
+20
291
$4.01K ﹤0.01%
+53
292
$3.98K ﹤0.01%
+34
293
$3.89K ﹤0.01%
+30
294
$3.87K ﹤0.01%
70
+5
295
$3.82K ﹤0.01%
70
+10
296
$3.7K ﹤0.01%
+8
297
$3.69K ﹤0.01%
303
298
$3.67K ﹤0.01%
+8
299
$3.66K ﹤0.01%
+100
300
$3.64K ﹤0.01%
+78
10 11
12
13 14