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
$587M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1 +$97.4M
2 +$4.47M
3 +$1.72M
4
VTV icon
Vanguard Value ETF
VTV
+$1.47M
5
NVDA icon
NVIDIA
NVDA
+$1.11M

Top Sells

1 +$3.4M
2 +$852K
3 +$406K
4
QCOM icon
Qualcomm
QCOM
+$350K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$305K

Sector Composition

1 Healthcare 21.69%
2 Technology 17.29%
3 Financials 7.87%
4 Industrials 6.24%
5 Communication Services 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AJG icon
476
Arthur J. Gallagher & Co
AJG
$77.9B
-2
ALC icon
477
Alcon
ALC
$36.6B
-5
ALL icon
478
Allstate
ALL
$55.2B
-2
AMD icon
479
Advanced Micro Devices
AMD
$387B
-37
AMP icon
480
Ameriprise Financial
AMP
$45.9B
-2
ANET icon
481
Arista Networks
ANET
$180B
-28
AON icon
482
Aon
AON
$77.7B
-3