TCOT

Trust Company of Toledo Portfolio holdings

AUM $998M
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
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
126
$413K 0.1%
4,122
-37
127
$411K 0.1%
7,437
-21
128
$409K 0.1%
3,758
129
$405K 0.1%
2,193
130
$382K 0.1%
4,912
131
$379K 0.09%
5,294
-4
132
$372K 0.09%
2,221
+11
133
$371K 0.09%
1,812
134
$367K 0.09%
12,738
135
$323K 0.08%
1,731
136
$303K 0.08%
2,766
137
$295K 0.07%
1,954
138
$293K 0.07%
6,449
139
$292K 0.07%
1,826
140
$291K 0.07%
4,356
141
$276K 0.07%
855
142
$272K 0.07%
3,459
-8
143
$272K 0.07%
1,324
144
$268K 0.07%
1,978
+54
145
$261K 0.07%
1,350
+100
146
$254K 0.06%
13,500
147
$251K 0.06%
4,490
-10
148
$251K 0.06%
1,442
149
$242K 0.06%
8,294
-34,121
150
$237K 0.06%
4,713
3 4 5
6
7