TCOT
Trust Company of Toledo Portfolio holdings
AUM
$907M
This Quarter Return
+9.71%
1 Year Return
+17.44%
3 Year Return
+72.18%
5 Year Return
+123.71%
10 Year Return
+243.97%
AUM
$391M
AUM Growth
+$391M
(+9.5%)
Cap. Flow
+$1.27M
Cap. Flow
% of AUM
0.33%
Top 10 Holdings %
Top 10 Hldgs %
34.56%
Holding
186
New
12
Increased
44
Reduced
95
Closed
5
Top Buys
| 1 |
Microsoft
MSFT
|
$523K |
| 2 |
Procter & Gamble
PG
|
$326K |
| 3 |
Intel
INTC
|
$268K |
| 4 |
3M
MMM
|
$257K |
| 5 |
Lam Research
LRCX
|
$242K |
Top Sells
| 1 |
Farmers & Merchants Bancorp
FMAO
|
$1.27M |
| 2 |
SHPG
Shire pic
SHPG
|
$491K |
| 3 |
Phillips 66
PSX
|
$437K |
| 4 |
Credit Acceptance
CACC
|
$267K |
| 5 |
Schlumberger
SLB
|
$220K |
Sector Composition
| 1 | Technology | 16.97% |
| 2 | Healthcare | 13% |
| 3 | Industrials | 8.75% |
| 4 | Financials | 8.1% |
| 5 | Consumer Staples | 6.59% |
