TCOT

Trust Company of Toledo Portfolio holdings

AUM $998M
1-Year Est. Return 20%
This Quarter Est. Return
1 Year Est. Return
+20%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$640M
AUM Growth
+$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1 +$760K
2 +$743K
3 +$722K
4
AMT icon
American Tower
AMT
+$722K
5
GD icon
General Dynamics
GD
+$545K

Top Sells

1 +$700K
2 +$412K
3 +$374K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$368K
5
HSY icon
Hershey
HSY
+$351K

Sector Composition

1 Technology 29.59%
2 Healthcare 15.24%
3 Financials 11.22%
4 Industrials 10.17%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$12.6K ﹤0.01%
12,317
227
-708
228
-1,528
229
-6,521
230
-3,394
231
-1,884
232
-4,265