PTC
Private Trust Company Portfolio holdings
AUM
$1.13B
1-Year Est. Return
17.87%
1 Year Est. Return
+17.87%
AUM
$734M
AUM Growth
+$59.7M
(+8.9%)
Holding
2,396
Top Buys
| 1 | +$2.24M | |
| 2 | +$2.11M | |
| 3 | +$1.94M | |
| 4 |
Procter & Gamble
PG
|
+$1.59M |
| 5 |
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$1.39M |
Top Sells
| 1 | +$2.63M | |
| 2 | +$1.46M | |
| 3 | +$842K | |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$800K |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$739K |
Sector Composition
| 1 | Technology | 13.83% |
| 2 | Healthcare | 9.4% |
| 3 | Financials | 7.44% |
| 4 | Industrials | 7.39% |
| 5 | Consumer Staples | 6.82% |