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
$593M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1 +$824K
2 +$601K
3 +$207K
4
AWK icon
American Water Works
AWK
+$162K
5
TFC icon
Truist Financial
TFC
+$121K

Top Sells

1 +$1.04M
2 +$835K
3 +$521K
4
MSFT icon
Microsoft
MSFT
+$371K
5
MO icon
Altria Group
MO
+$317K

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