MWM
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Mission Wealth Management’s Toro Company TTC Stock Holding History

Mission Wealth Management’s Portfolio TTC Stock Details TTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,171
Closed -$217K – 567
2021
Q4 		$217K Sell
2,171
-204
-9% -$20.3K 0.01% 503
2021
Q3 		$231K Sell
2,375
-314
-12% -$34.3K 0.01% 462
2021
Q2 		$295K Sell
2,689
-534
-17% -$58.7K 0.02% 401
2021
Q1 		$332K Sell
3,223
-682
-17% -$68.2K 0.02% 343
2020
Q4 		$370K Buy
3,905
+290
+8% +$25.6K 0.02% 301
2020
Q3 		$303K Sell
3,615
-686
-16% -$51.3K 0.02% 274
2020
Q2 		$285K Hold
4,301
– – 0.02% 263
2020
Q1 		$280K Sell
4,301
-1,387
-24% -$105K 0.03% 221
2019
Q4 		$453K Sell
5,688
-255
-4% -$19.5K 0.04% 193
2019
Q3 		$436K Sell
5,943
-605
-9% -$43.2K 0.05% 184
2019
Q2 		$438K Sell
6,548
-1,064
-14% -$74.7K 0.05% 183
2019
Q1 		$524K Sell
7,612
-1,000
-12% -$63.4K 0.06% 160
2018
Q4 		$481K Buy
+8,612
New +$500K 0.06% 153

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Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
T. Rowe Price Associates
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return