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
126
$230K 0.08%
+3,928
127
$225K 0.08%
4,385
-750
128
$222K 0.08%
5,000
-810
129
$214K 0.08%
2,024
130
$133K 0.05%
50,340
131
-2,783
132
-3,640
133
-10,350