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
$215M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1 +$48.2K
2 +$21.2K
3 +$18.9K
4
CMCSA icon
Comcast
CMCSA
+$17.9K
5
CB icon
Chubb
CB
+$15.8K

Top Sells

1 +$414K
2 +$169K
3 +$128K
4
AAPL icon
Apple
AAPL
+$104K
5
COST icon
Costco
COST
+$102K

Sector Composition

1 Technology 15.61%
2 Financials 13.7%
3 Industrials 12.28%
4 Healthcare 12.09%
5 Communication Services 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$0 ﹤0.01%
4
302
-119
303
$0 ﹤0.01%
24
304
-100
305
$0 ﹤0.01%
30
306
$0 ﹤0.01%
38
307
$0 ﹤0.01%
2