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
51
$1.84M 0.46%
5,050
+59
52
$1.77M 0.44%
20,026
+122
53
$1.75M 0.44%
38,566
-50
54
$1.75M 0.44%
11,506
-1,127
55
$1.73M 0.43%
12,866
-143
56
$1.65M 0.41%
58,990
-98
57
$1.65M 0.41%
19,764
+193
58
$1.64M 0.41%
44,532
-15
59
$1.64M 0.41%
20,923
-1,023
60
$1.62M 0.41%
7,794
+304
61
$1.62M 0.4%
47,280
+306
62
$1.61M 0.4%
6,514
-1,668
63
$1.6M 0.4%
9,649
-14
64
$1.59M 0.4%
9,400
65
$1.58M 0.4%
24,333
-1,875
66
$1.55M 0.39%
18,022
+17
67
$1.55M 0.39%
14,991
+194
68
$1.54M 0.39%
38,770
-1
69
$1.54M 0.39%
24,526
+155
70
$1.53M 0.38%
37,049
+397
71
$1.5M 0.37%
27,660
-20
72
$1.45M 0.36%
55,056
-233
73
$1.42M 0.35%
7,246
-5,032
74
$1.41M 0.35%
8,499
-21
75
$1.34M 0.33%
26,907
+429
1 2
3
4 5