PCTC

Perkins Coie Trust Company Portfolio holdings

AUM $537M
1-Year Est. Return 18.68%
This Quarter Est. Return
1 Year Est. Return
+18.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$537M
AUM Growth
+$5.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Sells

1 +$1.38M
2 +$842K
3 +$806K
4
ETN icon
Eaton
ETN
+$568K
5
AVGO icon
Broadcom
AVGO
+$557K

Sector Composition

1 Technology 20.38%
2 Financials 9.26%
3 Communication Services 6.94%
4 Healthcare 6.34%
5 Consumer Discretionary 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XLF icon
151
State Street Financial Select Sector SPDR ETF
XLF
$53.6B
$61.1K 0.01%
1,115
DE icon
152
Deere & Co
DE
$138B
$60.1K 0.01%
129
-10
DUK icon
153
Duke Energy
DUK
$92.3B
$59.4K 0.01%
507
NEE icon
154
NextEra Energy
NEE
$171B
$59.4K 0.01%
740
COIN icon
155
Coinbase
COIN
$64.5B
$56.5K 0.01%
250
-17
BAC icon
156
Bank of America
BAC
$379B
$55.9K 0.01%
1,017
PH icon
157
Parker-Hannifin
PH
$118B
$55.4K 0.01%
63
XLY icon
158
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$24.5B
$54K 0.01%
452
EQIX icon
159
Equinix
EQIX
$78.5B
$53.6K 0.01%
70
BKNG icon
160
Booking.com
BKNG
$167B
$53.6K 0.01%
10
MRSH
161
Marsh
MRSH
$89.3B
$53.1K 0.01%
286
IUSV icon
162
iShares Core S&P US Value ETF
IUSV
$24.7B
$52.5K 0.01%
512
IBIT icon
163
iShares Bitcoin Trust
IBIT
$74.1B
$51.9K 0.01%
1,045
FBTC icon
164
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.6B
$51.8K 0.01%
680
MDY icon
165
SPDR S&P MidCap 400 ETF Trust
MDY
$25.5B
$51.3K 0.01%
85
INTC icon
166
Intel
INTC
$230B
$50.7K 0.01%
1,375
CL icon
167
Colgate-Palmolive
CL
$68.2B
$49.7K 0.01%
629
+100
MMM icon
168
3M
MMM
$90.9B
$49.6K 0.01%
310
ES icon
169
Eversource Energy
ES
$26.2B
$49.4K 0.01%
734
VGIT icon
170
Vanguard Intermediate-Term Treasury ETF
VGIT
$36.5B
$48.7K 0.01%
813
PLD icon
171
Prologis
PLD
$123B
$46.9K 0.01%
367
PCAR icon
172
PACCAR
PCAR
$62.5B
$46.8K 0.01%
427
NOW icon
173
ServiceNow
NOW
$138B
$46K 0.01%
300
IWO icon
174
iShares Russell 2000 Growth ETF
IWO
$14.4B
$45.2K 0.01%
140
IJR icon
175
iShares Core S&P Small-Cap ETF
IJR
$94.4B
$44.7K 0.01%
372