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
401
$1.2K ﹤0.01%
+34
402
$1.19K ﹤0.01%
+16
403
$1.17K ﹤0.01%
+11
404
$1.16K ﹤0.01%
+9
405
$1.15K ﹤0.01%
+19
406
$1.14K ﹤0.01%
+4
407
$1.14K ﹤0.01%
+7
408
$1.14K ﹤0.01%
+12
409
$1.12K ﹤0.01%
26
410
$1.11K ﹤0.01%
+12
411
$1.1K ﹤0.01%
+11
412
$1.09K ﹤0.01%
+10
413
$1.08K ﹤0.01%
+6
414
$1.07K ﹤0.01%
+29
415
$1.07K ﹤0.01%
+40
416
$1.05K ﹤0.01%
+19
417
$1.04K ﹤0.01%
+13
418
$1.03K ﹤0.01%
+5
419
$1.03K ﹤0.01%
+14
420
$1.03K ﹤0.01%
+10
421
$1.03K ﹤0.01%
+12
422
$1K ﹤0.01%
+21
423
$1K ﹤0.01%
+22
424
$990 ﹤0.01%
+39
425
$983 ﹤0.01%
+5
15 16
17
18 19