PCTC

Perkins Coie Trust Company Portfolio holdings

AUM $520M
1-Year Est. Return 18.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$6.94M
2 +$2.53M
3 +$2.4M
4
DIS icon
Walt Disney
DIS
+$2.18M
5
GE icon
GE Aerospace
GE
+$2.18M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.58%
2 Healthcare 14.62%
3 Financials 11.11%
4 Industrials 9.67%
5 Energy 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$1K ﹤0.01%
+38
202
$1K ﹤0.01%
+33
203
$1K ﹤0.01%
+182
204
0
205
$1K ﹤0.01%
+15
206
$1K ﹤0.01%
+103
207
$1K ﹤0.01%
+15
208
$0 ﹤0.01%
+30