TCOT

Trust Company of Toledo Portfolio holdings

AUM $1.01B
1-Year Est. Return 23.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$593M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1 +$796K
2 +$616K
3 +$201K
4
AWK icon
American Water Works
AWK
+$164K
5
TFC icon
Truist Financial
TFC
+$128K

Top Sells

1 +$986K
2 +$479K
3 +$348K
4
MO icon
Altria Group
MO
+$317K
5
CSX icon
CSX Corp
CSX
+$286K

Sector Composition

1 Technology 19.77%
2 Healthcare 11.94%
3 Industrials 8.29%
4 Financials 7.79%
5 Consumer Discretionary 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-6,190