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Chris Ammann

@Perkins Coie Trust Co

Latest period2024 - Q4ReportedManaged Assets$454.441MTotal holdings299
Assets growth rate0.79%Assets growth rate (2-Q avg)2.82%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Perkins Coie Trust Co's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 299 positions.

Assets under management

The assets under management (AUM) of Perkins Coie Trust Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 454.441M in assets, with a quarterly growth rate of 0.79% and a 2-quarter average growth rate of 2.82%. The portfolio is managed by Chris Ammann, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTVVanguard Value Index Etf
Recent Activity
New Position
2.64%
$11.997M
70,863 shares@ $169.3 avg price
BLKBlackrock Inc New Npv
Recent Activity
New Position
1.39%
$6.276M
6,122 shares@ $1025.09 avg price
0929⤦Blackrock Inc New Npv
Recent Activity
New Position
0.04%
$177,342
173 shares@ $1025.1 avg price
LRCXLam Research Corp Com New
Recent Activity
New Position
0.02%
$57,053
790 shares@ $72.22 avg price
FBTCFidelity Wise Origin Bitcoin Fund Etf
Recent Activity
New Position
0.02%
$55,474
680 shares@ $81.58 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
New Position
0.02%
$55,426
1,045 shares@ $53.04 avg price
IVEIshares S&p 500 Value Etf
Recent Activity
New Position
0.01%
$34,931
183 shares@ $190.88 avg price
EFGIshares Msci Eafe Growth Etf
Recent Activity
New Position
0.01%
$29,920
309 shares@ $96.83 avg price
EFVIshares Msci Eafe Value Etf
Recent Activity
New Position
0.01%
$20,988
400 shares@ $52.47 avg price
EEMIshares Msci Emerging Mkts Etf
Recent Activity
New Position
0.01%
$19,107
457 shares@ $41.81 avg price