PC

Perkins Coie Trust Co

13F
Perkins Coie Trust Co
Last update 2024-10-09 301 Stocks (14 new)
Value $450.00 Mil Turnover 2 %
Countries:
Top Holdings: VO(7.53%)VEA(7.24%)MSFT(6.15%)AAPL(5.03%)VONG(4.26%)
Portfolio Report
Summary Stock Picks Current Portfolio
Perkins Coie Trust Co Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VO 		Vanguard Mid-Cap ETF
128,498
33900.130
+0.93%
7.530
+0.07%
0.050
+13.63%
+17.65%
69209.338
 
VEA 		Vanguard FTSE Developed Markets ETF
617,917
32632.110
-1.12%
7.240
-0.08%
0.020
+5.20%
+4.72%
137436.999
 
MSFT 		Microsoft Corp
64,420
27719.180
-2.02%
6.150
-0.14%
0.000
+5.34%
+12.35%
3123988.204
Software
AAPL 		Apple Inc
97,265
22662.750
-1.93%
5.030
-0.10%
0.000
+7.59%
+16.11%
3366293.782
Hardware
VONG 		Vanguard Russell 1000 Growth Index Fund
198,849
19192.800
+0.51%
4.260
+0.02%
0.090
+16.16%
+28.77%
21654.357
 
IVW 		iShares S&P 500 Growth ETF
134,394
12868.200
-1.21%
2.860
-0.04%
0.020
+15.87%
+32.21%
55186.278
 
GOOGL 		Alphabet Inc
62,541
10372.360
-0.93%
2.300
-0.03%
0.000
+11.66%
+26.67%
2170730.790
Interactive Media
ETN 		Eaton Corp PLC
30,865
10229.810
-0.18%
2.270
0%
0.010
+29.73%
+50.99%
141947.936
Industrial Products
VO 		Vanguard Mid-Cap ETF
33,599
8864.090
0%
1.970
0%
0.010
+13.63%
+17.65%
69209.338
 
HD 		The Home Depot Inc
21,119
8557.340
-0.08%
1.900
0%
0.000
+10.40%
+14.21%
385765.349
Retail - Cyclical

Perkins Coie Trust Co's Historical Top Holdings Breakdowns

Perkins Coie Trust Co's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA 		NVIDIA Corp2024-09-30Add
+0.83%
●
98.91 ($118.12) 134.91
$145.61
23.27%
Add 3362.42%
31,508
30,598
QCOM 		Qualcomm Inc2024-09-30Reduce
-0.66%
●
156.12 ($176.57) 209.64
$178.45
1.06%
Reduce -31.22%
30,705
-13,937
ACN 		Accenture PLC2024-09-30Reduce
-0.34%
●
295.44 ($328.84) 355.81
$356.13
8.30%
Reduce -30.17%
11,108
-4,800
O 		Realty Income Corp2024-09-30Add
+0.32%
●
52.36 ($59.51) 63.42
$57.00
-4.22%
Add 142.54%
39,059
22,955
INTC 		Intel Corp2024-09-30Reduce
-0.23%
●
18.89 ($24.97) 34.87
$25.07
0.38%
Reduce -30.04%
72,676
-31,202
IWM 		iShares Russell 2000 ETF2024-09-30Reduce
-0.17%
●
200.87 ($213.99) 224.6
$237.22
10.86%
Reduce -16.33%
18,158
-3,544
FI 		Fiserv Inc2024-09-30Add
+0.16%
●
147.14 ($164.95) 179.65
$211.20
28.04%
Add 215.1%
5,990
4,089
MSFT 		Microsoft Corp2024-09-30Reduce
-0.14%
●
395.15 ($427.47) 467.56
$420.18
-1.71%
Reduce -2.02%
64,420
-1,331
AAPL 		Apple Inc2024-09-30Reduce
-0.10%
●
207.23 ($223.32) 234.82
$222.70
-0.28%
Reduce -1.93%
97,265
-1,919
SBUX 		Starbucks Corp2024-09-30Reduce
-0.09%
●
72.51 ($85.8) 99.28
$96.08
11.98%
Reduce -10.38%
42,868
-4,967

Perkins Coie Trust Co Total Holding History ($B)

To

Perkins Coie Trust Co's Asset Allocation

To

Perkins Coie Trust Co Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Perkins Coie Trust Co's Hypothetical Growth since 2024-09-30

Perkins Coie Trust Co's Yearly Returns

Year Portfolio % % Excess Gain %

Perkins Coie Trust Co's Holdings Heat Map

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Perkins Coie Trust Co's Holdings Bubble Chart

Perkins Coie Trust Co News

  • 1

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