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
501
$589 ﹤0.01%
+43
502
$586 ﹤0.01%
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503
$582 ﹤0.01%
+6
504
$576 ﹤0.01%
+8
505
$573 ﹤0.01%
+9
506
$572 ﹤0.01%
+4
507
$569 ﹤0.01%
+9
508
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+4
509
$557 ﹤0.01%
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510
$544 ﹤0.01%
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511
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$514 ﹤0.01%
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$514 ﹤0.01%
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518
$506 ﹤0.01%
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519
$498 ﹤0.01%
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520
$496 ﹤0.01%
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521
$492 ﹤0.01%
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522
$491 ﹤0.01%
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523
$484 ﹤0.01%
+4
524
$483 ﹤0.01%
+3
525
$481 ﹤0.01%
+4
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