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
476
$690 ﹤0.01%
+22
477
$687 ﹤0.01%
+15
478
$685 ﹤0.01%
+12
479
$684 ﹤0.01%
+18
480
$675 ﹤0.01%
+19
481
$674 ﹤0.01%
+22
482
$671 ﹤0.01%
+15
483
$670 ﹤0.01%
+6
484
$668 ﹤0.01%
+6
485
$667 ﹤0.01%
+5
486
$665 ﹤0.01%
+55
487
$660 ﹤0.01%
+30
488
$654 ﹤0.01%
+8
489
$645 ﹤0.01%
+4
490
$645 ﹤0.01%
+7
491
$639 ﹤0.01%
+21
492
$635 ﹤0.01%
+29
493
$629 ﹤0.01%
+24
494
$626 ﹤0.01%
+3
495
$614 ﹤0.01%
+8
496
$614 ﹤0.01%
+18
497
$609 ﹤0.01%
+15
498
$606 ﹤0.01%
+3
499
$605 ﹤0.01%
+4
500
$601 ﹤0.01%
+19
18 19
20
21 22