TC

Trust Company Portfolio holdings

AUM $978M
1-Year Est. Return 8.49%
This Quarter Est. Return
1 Year Est. Return
+8.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$832M
AUM Growth
+$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.37%
2 Financials 1.33%
3 Healthcare 0.81%
4 Consumer Staples 0.57%
5 Communication Services 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$33.6K ﹤0.01%
500
227
$32.2K ﹤0.01%
5,073
228
$32.2K ﹤0.01%
210
229
$32.1K ﹤0.01%
2,000
230
$32K ﹤0.01%
264
231
$31.6K ﹤0.01%
163
232
$30.9K ﹤0.01%
50
233
$30.8K ﹤0.01%
885
234
$30K ﹤0.01%
824
235
$29.8K ﹤0.01%
546
236
$29.7K ﹤0.01%
220
237
$29.5K ﹤0.01%
625
238
$28.9K ﹤0.01%
602
239
$28.8K ﹤0.01%
840
240
$28.6K ﹤0.01%
442
241
$27.8K ﹤0.01%
312
242
$27.4K ﹤0.01%
140
243
$26.8K ﹤0.01%
530
244
$26.8K ﹤0.01%
90
-6
245
$26K ﹤0.01%
400
246
$25.9K ﹤0.01%
109
247
$25.1K ﹤0.01%
427
248
$25K ﹤0.01%
612
249
$24.8K ﹤0.01%
110
-12
250
$24.6K ﹤0.01%
195