PCTC
Perkins Coie Trust Company Portfolio holdings
AUM
$587M
1-Year Return
15.01%
This Quarter Return
+6.01%
1 Year Return
+15.01%
3 Year Return
+60.93%
5 Year Return
+103.85%
10 Year Return
+250.31%
AUM
$352M
AUM Growth
+$18.3M
(+5.5%)
Cap. Flow
+$1.84M
Cap. Flow
% of AUM
0.52%
Top 10 Holdings %
Top 10 Hldgs %
44.87%
Holding
253
New
13
Increased
34
Reduced
63
Closed
23
Top Buys
| 1 |
iShares US Technology ETF
IYW
|
$1.96M |
| 2 |
Broadcom
AVGO
|
$1.51M |
| 3 |
Amazon
AMZN
|
$1.5M |
| 4 |
JPMorgan Chase
JPM
|
$1.09M |
| 5 |
Parker-Hannifin
PH
|
$475K |
Top Sells
| 1 |
PayPal
PYPL
|
$1.71M |
| 2 |
Bentley Systems
BSY
|
$893K |
| 3 |
Microsoft
MSFT
|
$605K |
| 4 |
UnitedHealth
UNH
|
$269K |
| 5 |
Apple
AAPL
|
$244K |
Sector Composition
| 1 | Technology | 22.3% |
| 2 | Financials | 9.46% |
| 3 | Healthcare | 9.28% |
| 4 | Industrials | 5.98% |
| 5 | Consumer Staples | 5.74% |
