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
$509M
AUM Growth
-$83.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.22M
3
+$1.75M
4
AAPL icon
Apple
AAPL
+$1.36M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.24M

Top Sells

1
+$938K
2
+$697K
3
+$350K
4
PII icon
Polaris
PII
+$344K
5
DHR icon
Danaher
DHR
+$315K

Sector Composition

1 Technology 28.49%
2 Healthcare 16%
3 Industrials 10.06%
4 Financials 9.95%
5 Consumer Discretionary 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.72M 0.34%
17,764
+3,634
77
$1.7M 0.33%
5,656
+755
78
$1.67M 0.33%
37,435
-556
79
$1.67M 0.33%
13,503
+30
80
$1.66M 0.33%
24,515
-552
81
$1.62M 0.32%
13,375
+445
82
$1.52M 0.3%
49,530
-1,279
83
$1.49M 0.29%
10,598
-205
84
$1.45M 0.29%
3,375
85
$1.45M 0.28%
38,242
-538
86
$1.4M 0.28%
26,256
+2,259
87
$1.39M 0.27%
26,207
-1,485
88
$1.38M 0.27%
91,897
-6,055
89
$1.38M 0.27%
3,935
+65
90
$1.37M 0.27%
17,462
+242
91
$1.34M 0.26%
20,272
-848
92
$1.31M 0.26%
45,851
-5,123
93
$1.3M 0.26%
20,790
-760
94
$1.27M 0.25%
50,276
-324
95
$1.25M 0.25%
25,090
+7,140
96
$1.24M 0.24%
+17,878
97
$1.23M 0.24%
32,492
-799
98
$1.18M 0.23%
9,788
-542
99
$1.18M 0.23%
2,315
+415
100
$1.18M 0.23%
+23,955
2 3
4
5 6