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
176
$30.8K 0.01%
+602
177
$29.9K 0.01%
+160
178
$28.3K 0.01%
250
179
$28K 0.01%
221
+46
180
$27.2K 0.01%
465
-564
181
$25.9K 0.01%
225
182
$25.6K 0.01%
341
+96
183
$24.6K 0.01%
284
-54
184
$24.6K 0.01%
743
+16
185
$23.8K 0.01%
168
+33
186
$23.6K 0.01%
+456
187
$23.2K 0.01%
+354
188
$23.1K 0.01%
+1,333
189
$22.5K 0.01%
148
+23
190
$22.4K 0.01%
38
+2
191
$22.2K 0.01%
+653
192
$21K 0.01%
155
193
$21K 0.01%
767
+143
194
$20.8K 0.01%
56
+27
195
$20.3K 0.01%
316
196
$18.8K 0.01%
1,904
197
$18.7K 0.01%
193
+50
198
$17.3K ﹤0.01%
525
-140
199
$16.4K ﹤0.01%
+185
200
$16.2K ﹤0.01%
350
6 7
8
9 10