PRIVATE TRUST CO NA - Portfolio overview

PRIVATE TRUST CO NA has 2793 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - Apple Inc., 3.09%
2. MSFT - Microsoft Corp., 2.40%
3. SPY - SPDR S&P 500 ETF, 1.99%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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