PTC
Private Trust Company Portfolio holdings
AUM
$1.12B
1-Year Est. Return
21.35%
This Fund
S&P 500
1 Year Est. Return
+21.35%
AUM
$644M
AUM Growth
+$3.71M
(+0.58%)
Holding
2,179
Top Buys
| 1 | +$9.17M | |
| 2 | +$7.9M | |
| 3 | +$6.11M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$4.33M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$4.11M |
Top Sells
| 1 | +$9.46M | |
| 2 | +$9.33M | |
| 3 | +$5.45M | |
| 4 |
JPMorgan Chase
JPM
|
+$4.52M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$3.79M |
Sector Composition
| 1 | Technology | 12.78% |
| 2 | Healthcare | 9.9% |
| 3 | Financials | 7.95% |
| 4 | Industrials | 7.4% |
| 5 | Consumer Staples | 6.89% |