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
326
$2.42K ﹤0.01%
29
+7
327
$2.4K ﹤0.01%
+12
328
$2.39K ﹤0.01%
+37
329
$2.3K ﹤0.01%
+25
330
$2.27K ﹤0.01%
+33
331
$2.26K ﹤0.01%
+7
332
$2.25K ﹤0.01%
+24
333
$2.24K ﹤0.01%
+30
334
$2.23K ﹤0.01%
+19
335
$2.22K ﹤0.01%
+135
336
$2.21K ﹤0.01%
+9
337
$2.21K ﹤0.01%
+7
338
$2.21K ﹤0.01%
+13
339
$2.2K ﹤0.01%
+5
340
$2.17K ﹤0.01%
+14
341
$2.15K ﹤0.01%
+14
342
$2.14K ﹤0.01%
+7
343
$2.13K ﹤0.01%
+54
344
$2.12K ﹤0.01%
+37
345
$2.09K ﹤0.01%
+14
346
$2.08K ﹤0.01%
+15
347
$2.06K ﹤0.01%
+12
348
$2.01K ﹤0.01%
38
349
$1.99K ﹤0.01%
+109
350
$1.95K ﹤0.01%
+4
12 13
14
15 16