TCOTO

Trust Company of the Ozarks Portfolio holdings

AUM $290M
1-Year Est. Return 12.7%
This Quarter Est. Return
1 Year Est. Return
+12.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$359M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$1.14M
2 +$713K
3 +$628K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$518K
5
GE icon
GE Aerospace
GE
+$467K

Top Sells

1 +$19.3M
2 +$10.3M
3 +$600K
4
EWA icon
iShares MSCI Australia ETF
EWA
+$504K
5
DRI icon
Darden Restaurants
DRI
+$268K

Sector Composition

1 Technology 47.77%
2 Consumer Discretionary 12.52%
3 Healthcare 8%
4 Energy 6.11%
5 Industrials 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-6,277