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
$380M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$1.85M
2 +$924K
3 +$408K
4
C icon
Citigroup
C
+$385K
5
MDT icon
Medtronic
MDT
+$322K

Sector Composition

1 Technology 49.64%
2 Consumer Discretionary 13.45%
3 Healthcare 7.91%
4 Industrials 5.52%
5 Energy 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,925
177
-5,316