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
$379M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1 +$270K
2 +$248K
3 +$245K
4
ICE icon
Intercontinental Exchange
ICE
+$230K
5
AMG icon
Affiliated Managers Group
AMG
+$206K

Top Sells

1 +$1.15M
2 +$1.07M
3 +$947K
4
UDR icon
UDR
UDR
+$705K
5
MAA icon
Mid-America Apartment Communities
MAA
+$647K

Sector Composition

1 Technology 15.48%
2 Healthcare 12.32%
3 Industrials 9.02%
4 Financials 8.59%
5 Consumer Staples 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
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177
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178
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179
-6,844
180
-18,289
181
-6,436
182
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183
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184
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185
-3,563