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
376
$1.47K ﹤0.01%
+34
377
$1.41K ﹤0.01%
+9
378
$1.4K ﹤0.01%
+128
379
$1.4K ﹤0.01%
+58
380
$1.38K ﹤0.01%
+12
381
$1.35K ﹤0.01%
+12
382
$1.34K ﹤0.01%
+18
383
$1.34K ﹤0.01%
+60
384
$1.31K ﹤0.01%
+12
385
$1.31K ﹤0.01%
+12
386
$1.3K ﹤0.01%
+13
387
$1.3K ﹤0.01%
+3
388
$1.3K ﹤0.01%
+15
389
$1.29K ﹤0.01%
+28
390
$1.27K ﹤0.01%
+32
391
$1.26K ﹤0.01%
+30
392
$1.23K ﹤0.01%
+10
393
$1.23K ﹤0.01%
+16
394
$1.23K ﹤0.01%
+6
395
$1.22K ﹤0.01%
+18
396
$1.22K ﹤0.01%
+23
397
$1.22K ﹤0.01%
+15
398
$1.22K ﹤0.01%
+23
399
$1.22K ﹤0.01%
112
+25
400
$1.2K ﹤0.01%
+44
14 15
16
17 18