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
351
$1.94K ﹤0.01%
+180
352
$1.94K ﹤0.01%
+4
353
$1.93K ﹤0.01%
+36
354
$1.92K ﹤0.01%
+57
355
$1.88K ﹤0.01%
+13
356
$1.85K ﹤0.01%
21
357
$1.85K ﹤0.01%
+40
358
$1.83K ﹤0.01%
+10
359
$1.8K ﹤0.01%
+28
360
$1.8K ﹤0.01%
+10
361
$1.78K ﹤0.01%
+7
362
$1.73K ﹤0.01%
+45
363
$1.73K ﹤0.01%
+39
364
$1.71K ﹤0.01%
+20
365
$1.7K ﹤0.01%
+129
366
$1.65K ﹤0.01%
+15
367
$1.62K ﹤0.01%
+26
368
$1.6K ﹤0.01%
+8
369
$1.59K ﹤0.01%
+85
370
$1.5K ﹤0.01%
+27
371
$1.5K ﹤0.01%
+37
372
$1.5K ﹤0.01%
+56
373
$1.48K ﹤0.01%
+36
374
$1.48K ﹤0.01%
+5
375
$1.47K ﹤0.01%
+363
13 14
15
16 17