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
$152M
AUM Growth
+$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1 +$142K
2 +$142K
3 +$137K
4
NVS icon
Novartis
NVS
+$135K
5
DIS icon
Walt Disney
DIS
+$127K

Top Sells

1 +$398K
2 +$122K
3 +$105K
4
IBM icon
IBM
IBM
+$90K
5
FAN icon
First Trust Global Wind Energy ETF
FAN
+$67.4K

Sector Composition

1 Technology 14.94%
2 Healthcare 13.52%
3 Financials 11.59%
4 Industrials 10.81%
5 Communication Services 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$13K 0.01%
131
202
$13K 0.01%
972
203
$13K 0.01%
350
204
$13K 0.01%
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521
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804
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$12K 0.01%
100
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$11K 0.01%
93
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$11K 0.01%
245
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$11K 0.01%
400
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$10K 0.01%
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$10K 0.01%
71
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$10K 0.01%
20
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$9K 0.01%
631
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$8K 0.01%
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$8K 0.01%
100
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$8K 0.01%
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$7K ﹤0.01%
135
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$7K ﹤0.01%
500
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$6K ﹤0.01%
750
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$6K ﹤0.01%
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