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
76
$1.53M 0.27%
36,433
-812
77
$1.52M 0.27%
78,905
+3,697
78
$1.5M 0.27%
49,858
-831
79
$1.46M 0.26%
21,120
80
$1.45M 0.26%
3,077
-24
81
$1.44M 0.26%
3,500
-235
82
$1.39M 0.25%
14,094
+672
83
$1.37M 0.25%
33,880
-458
84
$1.35M 0.24%
50,825
-34
85
$1.33M 0.24%
16,026
-20
86
$1.32M 0.23%
38,611
+3,333
87
$1.26M 0.23%
8,729
-2,628
88
$1.25M 0.22%
7,568
89
$1.24M 0.22%
4,015
-21
90
$1.23M 0.22%
14,130
+106
91
$1.22M 0.22%
23,050
-420
92
$1.22M 0.22%
16,257
93
$1.2M 0.21%
24,423
+231
94
$1.18M 0.21%
8,978
+784
95
$1.15M 0.21%
14,280
+468
96
$1.14M 0.2%
9,979
+758
97
$1.13M 0.2%
12,814
+130
98
$1.1M 0.2%
20,366
+410
99
$1.08M 0.19%
28,478
+228
100
$1.01M 0.18%
27,063
+200
2 3
4
5 6