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
$315M
AUM Growth
-$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1 +$1.08M
2 +$952K
3 +$880K
4
WFC icon
Wells Fargo
WFC
+$824K
5
CAH icon
Cardinal Health
CAH
+$651K

Top Sells

1 +$1.31M
2 +$1.28M
3 +$976K
4
FCX icon
Freeport-McMoran
FCX
+$948K
5
OKE icon
Oneok
OKE
+$884K

Sector Composition

1 Healthcare 12.57%
2 Technology 10.47%
3 Industrials 6.66%
4 Consumer Staples 6.51%
5 Real Estate 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$61K 0.02%
13,535
-335
152
$55K 0.02%
+13,064
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