PCTC
Perkins Coie Trust Company Portfolio holdings
AUM
$587M
1-Year Return
15.01%
This Quarter Return
+2.5%
1 Year Return
+15.01%
3 Year Return
+60.93%
5 Year Return
+103.85%
10 Year Return
+250.31%
AUM
$104M
AUM Growth
+$2M
(+2%)
Cap. Flow
-$258K
Cap. Flow
% of AUM
-0.25%
Top 10 Holdings %
Top 10 Hldgs %
27.92%
Holding
221
New
13
Increased
41
Reduced
30
Closed
3
Top Buys
| 1 |
Chevron
CVX
|
+$199K |
| 2 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
+$183K |
| 3 |
AT&T
T
|
+$88.8K |
| 4 |
Procter & Gamble
PG
|
+$76.1K |
| 5 |
IBM
IBM
|
+$69.6K |
Top Sells
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
+$1.27M |
| 2 |
Comcast
CMCSA
|
+$146K |
| 3 |
SPDR S&P Biotech ETF
XBI
|
+$119K |
| 4 |
TJX Companies
TJX
|
+$94K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$93.3K |
Sector Composition
| 1 | Technology | 17.89% |
| 2 | Healthcare | 15.21% |
| 3 | Financials | 11.43% |
| 4 | Industrials | 9.51% |
| 5 | Energy | 9.4% |
