TCOT
Trust Company of Toledo Portfolio holdings
AUM
$907M
This Quarter Return
+5.33%
1 Year Return
+17.44%
3 Year Return
+72.18%
5 Year Return
+123.71%
10 Year Return
+243.97%
AUM
$561M
AUM Growth
+$561M
(+105,744%)
Cap. Flow
+$13.3M
Cap. Flow
% of AUM
2.37%
Top 10 Holdings %
Top 10 Hldgs %
36.8%
Holding
211
New
24
Increased
74
Reduced
66
Closed
3
Top Buys
| 1 |
Microsoft
MSFT
|
$1.63M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.34M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$1.22M |
| 4 |
Deere & Co
DE
|
$949K |
| 5 |
EPAM Systems
EPAM
|
$807K |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$380K |
| 2 |
Procter & Gamble
PG
|
$341K |
| 3 |
Norfolk Southern
NSC
|
$294K |
| 4 |
Arthur J. Gallagher & Co
AJG
|
$192K |
| 5 |
Advanced Micro Devices
AMD
|
$188K |
Sector Composition
| 1 | Technology | 22.96% |
| 2 | Healthcare | 13.37% |
| 3 | Industrials | 8.96% |
| 4 | Financials | 7.46% |
| 5 | Consumer Staples | 6.77% |
