PCTC

Perkins Coie Trust Company Portfolio holdings

AUM $537M
1-Year Est. Return 18.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.68%
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 +$97.1K
2 +$75.3K
3 +$66.9K
4
CMCSA icon
Comcast
CMCSA
+$50K
5
CVS icon
CVS Health
CVS
+$43K

Top Sells

1 +$178K
2 +$158K
3 +$128K
4
WFC icon
Wells Fargo
WFC
+$111K
5
AAPL icon
Apple
AAPL
+$107K

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%
182
302
$1K ﹤0.01%
+44
303
$1K ﹤0.01%
15
304
$0 ﹤0.01%
2
305
-100
306
$0 ﹤0.01%
38
307
$0 ﹤0.01%
24
308
-443
309
$0 ﹤0.01%
4