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
$374M
AUM Growth
-$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1 +$380K
2 +$293K
3 +$219K
4
AMZN icon
Amazon
AMZN
+$153K
5
GD icon
General Dynamics
GD
+$69.5K

Top Sells

1 +$616K
2 +$265K
3 +$245K
4
GLD icon
SPDR Gold Trust
GLD
+$245K
5
WTFC icon
Wintrust Financial
WTFC
+$213K

Sector Composition

1 Technology 16.12%
2 Healthcare 12.35%
3 Industrials 8.64%
4 Financials 8.2%
5 Energy 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,470
177
-853