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
$400M
AUM Growth
+$8.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$227K
3
+$213K
4
JPM icon
JPMorgan Chase
JPM
+$106K
5
HD icon
Home Depot
HD
+$63.2K

Top Sells

1
+$1.69M
2
+$1.29M
3
+$996K
4
MCO icon
Moody's
MCO
+$983K
5
LOW icon
Lowe's Companies
LOW
+$841K

Sector Composition

1 Technology 16.25%
2 Healthcare 12.62%
3 Industrials 8.96%
4 Financials 8.07%
5 Consumer Staples 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.74M 0.94%
26,881
-1,788
27
$3.64M 0.91%
47,814
-135
28
$3.33M 0.83%
81,110
+705
29
$3.17M 0.79%
8,722
+15
30
$3.11M 0.78%
57,420
-40
31
$3.01M 0.75%
29,868
-8,334
32
$2.99M 0.75%
36,514
+3
33
$2.98M 0.74%
26,861
+17
34
$2.9M 0.72%
114,452
-482
35
$2.67M 0.67%
42,198
-20,374
36
$2.63M 0.66%
34,009
+131
37
$2.54M 0.64%
22,064
+16
38
$2.48M 0.62%
10,965
+1
39
$2.32M 0.58%
25,458
-2,856
40
$2.3M 0.58%
13,170
+331
41
$2.26M 0.57%
20,018
+298
42
$2.25M 0.56%
12,199
+336
43
$2.17M 0.54%
18,689
+82
44
$2.13M 0.53%
14,732
+93
45
$2.1M 0.53%
24,032
+43
46
$2.07M 0.52%
17,609
+188
47
$2.05M 0.51%
43,397
-4,123
48
$2.04M 0.51%
15,312
+106
49
$1.97M 0.49%
10,122
+2
50
$1.95M 0.49%
23,281
-15
1
2
3 4 5