PCTC

Perkins Coie Trust Company Portfolio holdings

AUM $537M
1-Year Est. Return 18.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.68%
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 +$147K
2 +$144K
3 +$143K
4
DIS icon
Walt Disney
DIS
+$130K
5
CVS icon
CVS Health
CVS
+$129K

Top Sells

1 +$376K
2 +$121K
3 +$102K
4
IBM icon
IBM
IBM
+$88.8K
5
FAN icon
First Trust Global Wind Energy ETF
FAN
+$64.4K

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
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$6K ﹤0.01%
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