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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
AMZNAmazon.com Inc
Recent Activity
Decreased -0.81%
1.97%
$8.946M
40,778 shares@ $219.39 avg price
9229⤦Vanguard Mid Cap Etf
Recent Activity
1.96%
$8.875M
33,599 shares@ $264.13 avg price
AVGOBroadcom Inc Npv
Recent Activity
Decreased -2.03%
1.85%
$8.369M
36,098 shares@ $231.84 avg price
IYWIshares Us Technology Etf
Recent Activity
Decreased -0.57%
1.79%
$8.123M
50,924 shares@ $159.52 avg price
HDHome Depot Inc
Recent Activity
Decreased -2.92%
1.76%
$7.974M
20,501 shares@ $388.98 avg price
BABoeing Co
Recent Activity
Decreased -8.25%
1.66%
$7.521M
42,490 shares@ $177.0 avg price
ORCLOracle Corp
Recent Activity
Decreased -3.2%
1.4%
$6.336M
38,024 shares@ $166.64 avg price
BLKBlackrock Inc New Npv
Recent Activity
New Position
1.39%
$6.276M
6,122 shares@ $1025.09 avg price
PGProcter & Gamble Co
Recent Activity
Decreased -1.64%
1.36%
$6.14M
36,627 shares@ $167.65 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -1.78%
1.32%
$5.956M
11,775 shares@ $505.85 avg price