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
$402M
AUM Growth
+$8.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1 +$717K
2 +$415K
3 +$346K
4
AMGN icon
Amgen
AMGN
+$327K
5
EXC icon
Exelon
EXC
+$322K

Top Sells

1 +$595K
2 +$493K
3 +$427K
4
GILD icon
Gilead Sciences
GILD
+$401K
5
COP icon
ConocoPhillips
COP
+$353K

Sector Composition

1 Technology 14.06%
2 Healthcare 12.19%
3 Industrials 9.06%
4 Financials 7.92%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$208K 0.05%
+4,789
177
$205K 0.05%
+1,324
178
$202K 0.05%
+4,714
179
$200K 0.05%
+2,432
180
$195K 0.05%
13,800
-74
181
$175K 0.04%
12,694
+31
182
$43K 0.01%
20,978
+307
183
-4,353