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
$530K
AUM Growth
-$515M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1 +$980
2 +$622
3 +$249
4
LLY icon
Eli Lilly
LLY
+$223
5
PRU icon
Prudential Financial
PRU
+$221

Top Sells

1 +$349K
2 +$217K
3 +$613
4
TFC icon
Truist Financial
TFC
+$590
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$486

Sector Composition

1 Technology 19.19%
2 Healthcare 14.9%
3 Industrials 9.56%
4 Financials 7.73%
5 Consumer Staples 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-30,376