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
$158M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1 +$6.71M
2 +$4.08M
3 +$3.89M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$3.52M
5
XOM icon
Exxon Mobil
XOM
+$3.17M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.15%
2 Financials 10.88%
3 Technology 9.54%
4 Industrials 8.98%
5 Consumer Discretionary 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$3K ﹤0.01%
+33
277
$3K ﹤0.01%
+25
278
$3K ﹤0.01%
+120
279
$3K ﹤0.01%
+150
280
$3K ﹤0.01%
+299
281
$3K ﹤0.01%
+51
282
$3K ﹤0.01%
+250
283
$3K ﹤0.01%
+21
284
$2K ﹤0.01%
+1,000
285
$2K ﹤0.01%
+95
286
$1K ﹤0.01%
+8
287
$1K ﹤0.01%
+13
288
$1K ﹤0.01%
+10
289
$1K ﹤0.01%
+18
290
$1K ﹤0.01%
+42
291
$0 ﹤0.01%
+4