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
$278M
AUM Growth
+$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$424K
2
+$410K
3
+$349K
4
JPM icon
JPMorgan Chase
JPM
+$335K
5
PSX icon
Phillips 66
PSX
+$314K

Top Sells

1
+$11.3M
2
+$1.31M
3
+$774K
4
VFH icon
Vanguard Financials ETF
VFH
+$607K
5
VHT icon
Vanguard Health Care ETF
VHT
+$408K

Sector Composition

1 Technology 14.85%
2 Healthcare 9.6%
3 Financials 9.11%
4 Consumer Staples 7.19%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$450K 0.16%
9,516
-1,203
102
$410K 0.15%
+7,056
103
$409K 0.15%
1,850
104
$399K 0.14%
1,426
+26
105
$379K 0.14%
1,720
-385
106
$377K 0.14%
7,237
-1,450
107
$363K 0.13%
1,907
+54
108
$362K 0.13%
5,742
+1,022
109
$359K 0.13%
3,950
-380
110
$350K 0.13%
1,521
-128
111
$337K 0.12%
10,000
112
$314K 0.11%
+3,852
113
$311K 0.11%
2,726
+523
114
$307K 0.11%
7,930
-5,570
115
$285K 0.1%
3,600
116
$263K 0.09%
1,983
117
$255K 0.09%
+4,933
118
$255K 0.09%
1,920
-400
119
$254K 0.09%
6,500
-1,400
120
$246K 0.09%
4,864
-966
121
$246K 0.09%
1,111
122
$236K 0.08%
+1,523
123
$236K 0.08%
+1,164
124
$236K 0.08%
3,334
-32
125
$231K 0.08%
+785
2 3 4
5
6