TCOO

Trust Company of Oklahoma Portfolio holdings

AUM $314M
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
-$5.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$265K
2
+$243K
3
+$214K
4
TTE icon
TotalEnergies
TTE
+$203K
5
NEE icon
NextEra Energy
NEE
+$200K

Top Sells

1
+$905K
2
+$756K
3
+$665K
4
AAPL icon
Apple
AAPL
+$563K
5
V icon
Visa
V
+$554K

Sector Composition

1 Energy 14.98%
2 Technology 11.09%
3 Healthcare 9.31%
4 Financials 9.01%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$929K 0.46%
1,862
-236
52
$909K 0.45%
51,433
-2,662
53
$908K 0.45%
15,980
54
$903K 0.45%
11,698
-2,061
55
$886K 0.44%
15,880
-2,740
56
$882K 0.44%
10,925
-360
57
$815K 0.41%
23,114
-1,760
58
$793K 0.39%
3,177
+40
59
$749K 0.37%
15,074
-54
60
$749K 0.37%
12,276
-270
61
$749K 0.37%
10,719
-383
62
$747K 0.37%
11,460
-5,420
63
$728K 0.36%
6,003
64
$720K 0.36%
33,032
-1,688
65
$695K 0.35%
3,597
-545
66
$661K 0.33%
4,953
-52
67
$655K 0.33%
16,612
68
$616K 0.31%
6,645
-325
69
$609K 0.3%
4,039
-120
70
$572K 0.28%
16,556
71
$543K 0.27%
12,600
-3,100
72
$523K 0.26%
7,388
-929
73
$514K 0.26%
3,786
-12
74
$508K 0.25%
7,576
-1,788
75
$496K 0.25%
8,950
1 2
3
4 5