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
$269M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$7.71M
2 +$6.27M
3 +$5.78M
4
KO icon
Coca-Cola
KO
+$4.89M
5
MSFT icon
Microsoft
MSFT
+$3.63M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 10.2%
2 Technology 8.52%
3 Energy 7.39%
4 Consumer Staples 7%
5 Financials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$218K 0.08%
+2,125
152
$216K 0.08%
+6,600
153
$216K 0.08%
+3,126
154
$211K 0.08%
+3,250
155
$206K 0.08%
+4,236
156
$201K 0.07%
+7,020
157
$200K 0.07%
+7,965
158
$114K 0.04%
+3,735
159
$39K 0.01%
+7