We are live on ! Find out more
PCTC

Perkins Coie Trust Company Portfolio holdings

AUM $520M
1-Year Est. Return 18.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1 +$3.16M
2 +$1.94M
3 +$366K
4
MDT icon
Medtronic
MDT
+$173K
5
BKR icon
Baker Hughes
BKR
+$168K

Top Sells

1 +$2.06M
2 +$708K
3 +$519K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$468K
5
MSFT icon
Microsoft
MSFT
+$334K

Sector Composition

1 Financials 14.82%
2 Technology 14.76%
3 Industrials 12.58%
4 Healthcare 11.32%
5 Communication Services 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$1K ﹤0.01%
182
302
$1K ﹤0.01%
15
303
-1,700
304
$0 ﹤0.01%
4
305
-200
306
-22
307
$0 ﹤0.01%
2
308
-1,000
309
$0 ﹤0.01%
38
310
$0 ﹤0.01%
30
311
-53,842
312
$0 ﹤0.01%
24