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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
VOVanguard Mid Cap Etf
Recent Activity
Decreased -2.04%
7.32%
$33.245M
125,865 shares@ $264.13 avg price
VEAVanguard Ftse Developed Mkts Index Etf Shs
Recent Activity
Increased 1.27%
6.59%
$29.915M
625,705 shares@ $47.81 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -2.1%
5.85%
$26.58M
63,061 shares@ $421.5 avg price
AAPLApple Inc
Recent Activity
Decreased -2.61%
5.22%
$23.721M
94,726 shares@ $250.42 avg price
VONGVanguard Russell 1000 Growth Etf
Recent Activity
Decreased -0.34%
4.51%
$20.469M
198,156 shares@ $103.3 avg price
IVWIshares S&p 500 Growth Etf
Recent Activity
Decreased -0.17%
3%
$13.621M
134,157 shares@ $101.53 avg price
VTVVanguard Value Index Etf
Recent Activity
New Position
2.64%
$11.997M
70,863 shares@ $169.3 avg price
GOOGLAlphabet Inc Cl A
Recent Activity
Decreased -1.88%
2.56%
$11.616M
61,364 shares@ $189.3 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -1.38%
2.23%
$10.101M
30,437 shares@ $331.86 avg price
VVisa Inc
Recent Activity
Decreased -3.49%
2%
$9.066M
28,687 shares@ $316.03 avg price