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
$391M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$523K
2
+$326K
3
+$268K
4
MMM icon
3M
MMM
+$257K
5
LRCX icon
Lam Research
LRCX
+$242K

Top Sells

1
+$1.27M
2
+$491K
3
+$437K
4
CACC icon
Credit Acceptance
CACC
+$267K
5
SLB icon
SLB Limited
SLB
+$220K

Sector Composition

1 Technology 16.97%
2 Healthcare 13%
3 Industrials 8.75%
4 Financials 8.1%
5 Consumer Staples 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.87M 0.48%
23,989
-1,468
52
$1.84M 0.47%
38,616
-37
53
$1.79M 0.46%
19,904
+72
54
$1.77M 0.45%
8,182
55
$1.73M 0.44%
23,296
-344
56
$1.69M 0.43%
21,946
-1,502
57
$1.69M 0.43%
38,771
-5,039
58
$1.68M 0.43%
46,974
+2,735
59
$1.67M 0.43%
10,120
-125
60
$1.65M 0.42%
14,797
-756
61
$1.64M 0.42%
26,208
-1,505
62
$1.62M 0.41%
27,680
-40
63
$1.58M 0.4%
19,571
-266
64
$1.57M 0.4%
9,400
65
$1.54M 0.39%
9,663
+1,481
66
$1.52M 0.39%
13,009
-4
67
$1.51M 0.39%
37,320
-816
68
$1.49M 0.38%
59,088
-1,638
69
$1.46M 0.37%
55,289
-715
70
$1.45M 0.37%
44,547
+2,832
71
$1.44M 0.37%
24,371
-2,027
72
$1.44M 0.37%
7,490
-420
73
$1.37M 0.35%
18,005
-509
74
$1.36M 0.35%
20,955
-362
75
$1.36M 0.35%
8,520
-55
1 2
3
4 5