TCOO
Trust Company of Oklahoma Portfolio holdings
AUM
$314M
This Quarter Return
+0.73%
1 Year Return
+15.27%
3 Year Return
+69.59%
5 Year Return
+125%
10 Year Return
–
AUM
$280M
AUM Growth
+$280M
(-5.4%)
Cap. Flow
-$16.9M
Cap. Flow
% of AUM
-6.06%
Top 10 Holdings %
Top 10 Hldgs %
43.87%
Holding
141
New
–
Increased
22
Reduced
87
Closed
13
Top Buys
| 1 |
The Communication Services Select Sector SPDR Fund
XLC
|
$230K |
| 2 |
Home Depot
HD
|
$230K |
| 3 |
Amazon
AMZN
|
$210K |
| 4 |
Boeing
BA
|
$147K |
| 5 |
S&P Global
SPGI
|
$140K |
Top Sells
| 1 |
Apple
AAPL
|
$2.33M |
| 2 |
Morgan Stanley
MS
|
$1.53M |
| 3 |
UnitedHealth
UNH
|
$1.41M |
| 4 |
CyberArk
CYBR
|
$977K |
| 5 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$834K |
Sector Composition
| 1 | Technology | 15.05% |
| 2 | Healthcare | 9.24% |
| 3 | Financials | 8.57% |
| 4 | Consumer Staples | 7.02% |
| 5 | Communication Services | 5.87% |
