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
151
$59.6K 0.02%
+226
152
$58.7K 0.02%
1,350
+1,050
153
$56.9K 0.02%
993
+125
154
$54.9K 0.02%
360
+160
155
$54.8K 0.02%
+1,492
156
$54.5K 0.02%
7,735
157
$53.9K 0.02%
529
+400
158
$51K 0.01%
+317
159
$48.4K 0.01%
394
+2
160
$47.2K 0.01%
+2,004
161
$46.9K 0.01%
660
+9
162
$44.2K 0.01%
501
+31
163
$43.8K 0.01%
753
+19
164
$38.8K 0.01%
85
165
$38.5K 0.01%
+252
166
$37.5K 0.01%
303
+9
167
$36.1K 0.01%
178
+14
168
$36K 0.01%
136
+2
169
$35.8K 0.01%
+2,908
170
$35.6K 0.01%
826
+34
171
$34.2K 0.01%
312
172
$33.9K 0.01%
11
+1
173
$32.3K 0.01%
129
+54
174
$31.9K 0.01%
338
175
$31.4K 0.01%
140
5 6
7
8 9