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
$196M
AUM Growth
-$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1 +$1.53M
2 +$1.24M
3 +$534K
4
UNP icon
Union Pacific
UNP
+$362K
5
IBM icon
IBM
IBM
+$248K

Top Sells

1 +$604K
2 +$494K
3 +$316K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$227K
5
SYK icon
Stryker
SYK
+$205K

Sector Composition

1 Technology 16.86%
2 Financials 13.27%
3 Healthcare 12.65%
4 Industrials 10.9%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$0 ﹤0.01%
+3
352
$0 ﹤0.01%
7
-87
353
$0 ﹤0.01%
+3
354
-108
355
$0 ﹤0.01%
+6
356
$0 ﹤0.01%
+8
357
$0 ﹤0.01%
+5
358
$0 ﹤0.01%
+10
359
$0 ﹤0.01%
+3
360
$0 ﹤0.01%
+77
361
$0 ﹤0.01%
+12
362
$0 ﹤0.01%
+3
363
-136
364
$0 ﹤0.01%
+5
365
$0 ﹤0.01%
+3
366
$0 ﹤0.01%
+3
367
$0 ﹤0.01%
+3
368
$0 ﹤0.01%
+14
369
-700
370
$0 ﹤0.01%
+3
371
$0 ﹤0.01%
26
-63
372
$0 ﹤0.01%
+3
373
$0 ﹤0.01%
+6
374
$0 ﹤0.01%
+3
375
$0 ﹤0.01%
3
-797