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
$243M
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1 +$5.95M
2 +$1.75M
3 +$1.43M
4
AAPL icon
Apple
AAPL
+$1.12M
5
AMZN icon
Amazon
AMZN
+$566K

Top Sells

1 +$2.59M
2 +$1.82M
3 +$307K
4
AGN
Allergan plc
AGN
+$181K
5
USB icon
US Bancorp
USB
+$155K

Sector Composition

1 Technology 18.75%
2 Financials 12.87%
3 Healthcare 11.85%
4 Industrials 9.8%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-9
377
-12
378
-28
379
-357
380
-20
381
-9
382
-4
383
-348
384
-6
385
-3
386
-3
387
-6
388
-7
389
-4
390
-7
391
-8
392
-1,000
393
-1,425
394
$0 ﹤0.01%
3
395
-1,000
396
-3
397
-4
398
-4
399
-725
400
-210