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
$158M
AUM Growth
+$6.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1 +$1.15M
2 +$674K
3 +$427K
4
IAU icon
iShares Gold Trust
IAU
+$350K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$180K

Top Sells

1 +$2.24M
2 +$620K
3 +$376K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$83.8K
5
AMZN icon
Amazon
AMZN
+$42K

Sector Composition

1 Technology 15.29%
2 Healthcare 12.59%
3 Financials 12.08%
4 Industrials 11.33%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$13K 0.01%
521
202
$13K 0.01%
131
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$13K 0.01%
1,000
204
$12K 0.01%
245
205
$12K 0.01%
20
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100
207
$12K 0.01%
350
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$11K 0.01%
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100
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$11K 0.01%
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$10K 0.01%
647
+16
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$9K 0.01%
144
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120
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$9K 0.01%
71
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$8K 0.01%
671
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$8K 0.01%
126
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217
$8K 0.01%
499
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$8K 0.01%
100
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$7K ﹤0.01%
+544
220
$7K ﹤0.01%
135
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$7K ﹤0.01%
500
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$6K ﹤0.01%
200
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$6K ﹤0.01%
52
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$6K ﹤0.01%
750
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$6K ﹤0.01%
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