test

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
VEAVanguard Ftse Developed Mkts Index Etf Shs
Recent Activity
Increased 1.27%
6.59%
$29.915M
625,705 shares@ $47.81 avg price
NVDANvidia Corporation
Recent Activity
Increased 37.87%
1.29%
$5.833M
43,439 shares@ $134.29 avg price
SMHVaneck Semiconductor Etf
Recent Activity
Increased 1.18%
1.27%
$5.739M
23,697 shares@ $242.17 avg price
IWMIshares Russell 2000 Etf
Recent Activity
Increased 30.49%
1.16%
$5.235M
23,693 shares@ $220.96 avg price
LLYEli Lilly And Company
Recent Activity
Increased 2.3%
1.03%
$4.671M
6,050 shares@ $772.0 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.05%
0.89%
$4.022M
6,869 shares@ $585.5 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 99.76%
0.33%
$1.484M
8,158 shares@ $181.95 avg price
VNQVanguard Reit Etf
Recent Activity
Increased 43.34%
0.12%
$527,437
5,921 shares@ $89.08 avg price
5949⤦Microsoft Corp
Recent Activity
Increased 10.06%
0.12%
$516,759
1,226 shares@ $421.5 avg price
1667⤦Chevron Corp
Recent Activity
Increased 9.62%
0.07%
$277,513
1,916 shares@ $144.84 avg price