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
$202M
AUM Growth
+$948K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1 +$93.1K
2 +$73.9K
3 +$68.7K
4
CMCSA icon
Comcast
CMCSA
+$50.3K
5
CVS icon
CVS Health
CVS
+$41.9K

Top Sells

1 +$181K
2 +$147K
3 +$125K
4
WFC icon
Wells Fargo
WFC
+$114K
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$1K ﹤0.01%
30
302
$1K ﹤0.01%
33
303
$1K ﹤0.01%
21
304
$0 ﹤0.01%
4
305
-443
306
$0 ﹤0.01%
24
307
$0 ﹤0.01%
38
308
-100
309
$0 ﹤0.01%
2