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
$354M
AUM Growth
+$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$2.5M
3
+$1.28M
4
JPM icon
JPMorgan Chase
JPM
+$829K
5
IYW icon
iShares US Technology ETF
IYW
+$818K

Top Sells

1
+$2.7M
2
+$796K
3
+$663K
4
DHR icon
Danaher
DHR
+$568K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$509K

Sector Composition

1 Technology 21.17%
2 Financials 9.56%
3 Healthcare 9.16%
4 Industrials 8.06%
5 Consumer Staples 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$15.9K ﹤0.01%
72
+7
202
$15.9K ﹤0.01%
229
+4
203
$13.8K ﹤0.01%
237
+32
204
$13.3K ﹤0.01%
+266
205
$13.2K ﹤0.01%
536
+15
206
$13.2K ﹤0.01%
676
207
$12.9K ﹤0.01%
+23
208
$12.8K ﹤0.01%
740
209
$12.6K ﹤0.01%
1,000
210
$12.1K ﹤0.01%
500
211
$11.4K ﹤0.01%
+32
212
$11.2K ﹤0.01%
+22
213
$11.1K ﹤0.01%
350
214
$11.1K ﹤0.01%
300
215
$10.6K ﹤0.01%
289
216
$10.5K ﹤0.01%
+132
217
$10.4K ﹤0.01%
+436
218
$10.2K ﹤0.01%
+58
219
$9.98K ﹤0.01%
+42
220
$9.6K ﹤0.01%
+43
221
$9.55K ﹤0.01%
79
+6
222
$9.5K ﹤0.01%
+24
223
$9.44K ﹤0.01%
+94
224
$9.43K ﹤0.01%
+436
225
$9.36K ﹤0.01%
+25
7 8
9
10 11