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
$515M
AUM Growth
-$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1 +$337K
2 +$243K
3 +$227K
4
EMR icon
Emerson Electric
EMR
+$216K
5
PFE icon
Pfizer
PFE
+$141K

Top Sells

1 +$2.62M
2 +$1.09M
3 +$1.03M
4
NEE icon
NextEra Energy
NEE
+$956K
5
TGT icon
Target
TGT
+$802K

Sector Composition

1 Technology 19.22%
2 Healthcare 13.49%
3 Industrials 8.04%
4 Financials 6.9%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-5,002
177
-1,824
178
-5,580