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
551
$352 ﹤0.01%
+6
552
$339 ﹤0.01%
+5
553
$329 ﹤0.01%
+1
554
$327 ﹤0.01%
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555
$319 ﹤0.01%
+3
556
$312 ﹤0.01%
+4
557
$309 ﹤0.01%
+3
558
$287 ﹤0.01%
+7
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$284 ﹤0.01%
+3
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$279 ﹤0.01%
+8
561
$264 ﹤0.01%
+2
562
$263 ﹤0.01%
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$255 ﹤0.01%
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$237 ﹤0.01%
+4
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$224 ﹤0.01%
+2
566
$222 ﹤0.01%
+4
567
$221 ﹤0.01%
+3
568
$214 ﹤0.01%
+1
569
$212 ﹤0.01%
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570
$210 ﹤0.01%
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571
$209 ﹤0.01%
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572
$208 ﹤0.01%
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+3
574
$203 ﹤0.01%
+7
575
$201 ﹤0.01%
+1
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