Perkins Coie Trust CO has filed its 13F form on April 12, 2024 for Q1 2024 where it was disclosed a total value porftolio of $412 Million distributed in 281 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mid Cap ETF with a value of $31.9M, Vanguard Ftse Developed Market with a value of $31.4M, Microsoft Corp with a value of $28.3M, Apple Inc. with a value of $17.3M, and Vanguard Russell 1000 Growth E with a value of $16.8M.

Examining the 13F form we can see an increase of $30.6M in the current position value, from $382M to 412M.

Below you can find more details about Perkins Coie Trust CO portfolio as well as his latest detailed transactions.

Portfolio value $412 Million
ETFs: $131 Million
Technology: $86.1 Million
Financial Services: $38.6 Million
Healthcare: $36.5 Million
Industrials: $32.4 Million
Consumer Cyclical: $26.7 Million
Communication Services: $22.6 Million
Consumer Defensive: $20.1 Million
Other: $18.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 281
  • Current Value $412 Million
  • Prior Value $382 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 12, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 5 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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