PCTC
Perkins Coie Trust Company Portfolio holdings
AUM
$587M
1-Year Return
15.01%
This Quarter Return
-3.8%
1 Year Return
+15.01%
3 Year Return
+60.93%
5 Year Return
+103.85%
10 Year Return
+250.31%
AUM
$354M
AUM Growth
+$2.29M
(+0.65%)
Cap. Flow
+$17.1M
Cap. Flow
% of AUM
4.82%
Top 10 Holdings %
Top 10 Hldgs %
42.58%
Holding
618
New
388
Increased
118
Reduced
43
Closed
9
Top Buys
| 1 |
Boeing
BA
|
+$7.81M |
| 2 |
iShares Biotechnology ETF
IBB
|
+$2.5M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
+$1.28M |
| 4 |
JPMorgan Chase
JPM
|
+$829K |
| 5 |
iShares US Technology ETF
IYW
|
+$818K |
Top Sells
| 1 |
SPDR S&P Biotech ETF
XBI
|
+$2.7M |
| 2 |
Apple
AAPL
|
+$796K |
| 3 |
Stryker
SYK
|
+$663K |
| 4 |
Danaher
DHR
|
+$568K |
| 5 |
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% |
