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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
LRCXLam Research Corp
Recent Activity
Exited
0%
$64,470
79 shares@ $816.08 avg price
PLPlanet Labs Pbc
Recent Activity
Exited
0%
$33,450
15,000 shares@ $2.23 avg price
4581⤦Intel Corp
Recent Activity
Exited
0%
$31,704
1,352 shares@ $23.45 avg price
TUSKMammoth Energy Services Inc
Recent Activity
Exited
0%
$20,450
5,000 shares@ $4.09 avg price
VXFVanguard Extended Market Index Fd
Recent Activity
Exited
0%
$15,651
86 shares@ $181.99 avg price
BSMBlack Stone Minerals Lp
Recent Activity
Exited
0%
$15,100
1,000 shares@ $15.1 avg price
FLOTIshares Floating Rate Bond E
Recent Activity
Exited
0%
$6,380
125 shares@ $51.04 avg price
BKLNInvesco Senior Loan Etf
Recent Activity
Exited
0%
$2,478
118 shares@ $21.0 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$1,919
5 shares@ $383.8 avg price