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
$249M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$7.55M
2
+$2.08M
3
+$2.03M
4
XTN icon
SPDR S&P Transportation ETF
XTN
+$1.58M
5
AAPL icon
Apple
AAPL
+$1.55M

Top Sells

1
+$407K
2
+$402K
3
+$399K
4
VZ icon
Verizon
VZ
+$364K
5
SNOW icon
Snowflake
SNOW
+$306K

Sector Composition

1 Technology 14.79%
2 Healthcare 9.94%
3 Consumer Staples 7.61%
4 Financials 6.71%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.46%
13,009
+226
52
$1.15M 0.46%
14,004
+1,662
53
$1.13M 0.46%
+26,970
54
$1.11M 0.45%
553
-53
55
$1.08M 0.43%
32,749
-6,951
56
$1.07M 0.43%
6,636
+83
57
$1.05M 0.42%
4,432
-52
58
$1.04M 0.42%
11,508
+4
59
$953K 0.38%
25,812
+98
60
$897K 0.36%
5,918
+288
61
$897K 0.36%
23,560
-536
62
$887K 0.36%
3,600
-19
63
$873K 0.35%
+44,208
64
$846K 0.34%
13,303
+1
65
$843K 0.34%
2,517
-254
66
$815K 0.33%
6,670
+164
67
$815K 0.33%
+9,139
68
$761K 0.31%
3,187
+1
69
$747K 0.3%
+9,983
70
$729K 0.29%
5,438
+3
71
$712K 0.29%
+9,493
72
$695K 0.28%
+2,170
73
$677K 0.27%
+12,100
74
$665K 0.27%
+1,975
75
$652K 0.26%
+13,762
1 2
3
4 5