TCOT
Trust Company of Toledo Portfolio holdings
AUM
$907M
This Quarter Return
+6.43%
1 Year Return
+17.44%
3 Year Return
+72.18%
5 Year Return
+123.71%
10 Year Return
+243.97%
AUM
$739M
AUM Growth
+$47.6M
(+6.9%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
1.41%
Top 10 Holdings %
Top 10 Hldgs %
34.47%
Holding
243
New
11
Increased
110
Reduced
77
Closed
4
Top Buys
| 1 |
Amazon
AMZN
|
$1.72M |
| 2 |
Invesco QQQ Trust
QQQ
|
$802K |
| 3 |
SPDR Gold Trust
GLD
|
$617K |
| 4 |
Mastercard
MA
|
$565K |
| 5 |
Blackstone
BX
|
$555K |
Top Sells
| 1 |
Microsoft
MSFT
|
$459K |
| 2 |
Moody's
MCO
|
$342K |
| 3 |
AT&T
T
|
$335K |
| 4 |
IBM
IBM
|
$333K |
| 5 |
Apple
AAPL
|
$323K |
Sector Composition
| 1 | Technology | 29.84% |
| 2 | Healthcare | 14.31% |
| 3 | Financials | 11.26% |
| 4 | Industrials | 9.66% |
| 5 | Consumer Discretionary | 8.01% |
