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
$202M
AUM Growth
+$948K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1 +$93.1K
2 +$73.9K
3 +$68.7K
4
CMCSA icon
Comcast
CMCSA
+$50.3K
5
CVS icon
CVS Health
CVS
+$41.9K

Top Sells

1 +$181K
2 +$147K
3 +$125K
4
WFC icon
Wells Fargo
WFC
+$114K
5
AAPL icon
Apple
AAPL
+$109K

Sector Composition

1 Technology 14.88%
2 Financials 14.2%
3 Industrials 12.08%
4 Healthcare 11.62%
5 Communication Services 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$34K 0.02%
1,980
202
$34K 0.02%
450
203
$33K 0.02%
421
204
$31K 0.02%
385
205
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206
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207
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$30K 0.01%
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212
$28K 0.01%
338
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435
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$27K 0.01%
320
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218
$24K 0.01%
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$24K 0.01%
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897
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225
$21K 0.01%
177