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
$561M
AUM Growth
+$560M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.34M
3
+$1.22M
4
DE icon
Deere & Co
DE
+$949K
5
EPAM icon
EPAM Systems
EPAM
+$807K

Top Sells

1
+$380K
2
+$341K
3
+$294K
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$192K
5
AMD icon
Advanced Micro Devices
AMD
+$188K

Sector Composition

1 Technology 22.96%
2 Healthcare 13.37%
3 Industrials 8.96%
4 Financials 7.46%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.56M 0.46%
24,576
-1,076
52
$2.51M 0.45%
15,354
-79
53
$2.5M 0.45%
17,038
-705
54
$2.42M 0.43%
23,213
-60
55
$2.4M 0.43%
24,928
-2
56
$2.39M 0.43%
32,184
-689
57
$2.37M 0.42%
34,227
-675
58
$2.3M 0.41%
46,855
+54
59
$2.07M 0.37%
5,786
-10
60
$2.07M 0.37%
6,750
61
$2.06M 0.37%
24,147
-373
62
$2.06M 0.37%
9,686
-88
63
$1.99M 0.35%
21,616
-293
64
$1.93M 0.34%
6,011
-27
65
$1.89M 0.34%
8,260
+12
66
$1.87M 0.33%
8,382
+783
67
$1.87M 0.33%
33,372
+457
68
$1.85M 0.33%
13,795
+1,649
69
$1.77M 0.32%
29,427
-1,518
70
$1.77M 0.32%
4,872
+2,100
71
$1.76M 0.31%
9,164
-57
72
$1.69M 0.3%
7,502
+3,505
73
$1.66M 0.3%
28,696
+8
74
$1.62M 0.29%
26,589
-663
75
$1.61M 0.29%
9,752
+2,573
1 2
3
4 5