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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
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
CVXChevron Corp
Recent Activity
Decreased -2.51%
1.23%
$5.58M
38,526 shares@ $144.84 avg price
XLUUtilities Select Sector Spdr Etf
Recent Activity
Decreased -1.48%
1.2%
$5.451M
72,020 shares@ $75.69 avg price
JPMJpmorgan Chase & Co
Recent Activity
Decreased -0.56%
1.19%
$5.399M
22,525 shares@ $239.71 avg price
IWMIshares Russell 2000 Etf
Recent Activity
Increased 30.49%
1.16%
$5.235M
23,693 shares@ $220.96 avg price
CBChubb Limited
Recent Activity
Decreased -0.69%
1.13%
$5.111M
18,498 shares@ $276.29 avg price
SCHWCharles Schwab Corp
Recent Activity
Decreased -0.41%
1.09%
$4.952M
66,916 shares@ $74.01 avg price
PEPPepsico Inc
Recent Activity
Decreased -0.92%
1.06%
$4.784M
31,459 shares@ $152.06 avg price
DHRDanaher Corp
Recent Activity
Decreased -1.21%
1.06%
$4.782M
20,834 shares@ $229.55 avg price