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
$271M
AUM Growth
+$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1 +$36.2M
2 +$31.1M
3 +$6.76M
4
AMAT icon
Applied Materials
AMAT
+$5.9M
5
MSFT icon
Microsoft
MSFT
+$5.46M

Top Sells

1 +$43M
2 +$6.94M
3 +$6.78M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.32M
5
WDC icon
Western Digital
WDC
+$6.18M

Sector Composition

1 Technology 15.98%
2 Consumer Discretionary 12.72%
3 Communication Services 9.77%
4 Materials 7.17%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$9K ﹤0.01%
200
277
$9K ﹤0.01%
80
-95
278
$9K ﹤0.01%
200
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$9K ﹤0.01%
162
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$8K ﹤0.01%
37
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59
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$8K ﹤0.01%
45
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$8K ﹤0.01%
200
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$8K ﹤0.01%
99
285
$8K ﹤0.01%
37
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$8K ﹤0.01%
278
287
$7K ﹤0.01%
111
288
$7K ﹤0.01%
705
289
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110
-161
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222
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$7K ﹤0.01%
151
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$7K ﹤0.01%
500
293
$7K ﹤0.01%
100
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$7K ﹤0.01%
59
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$6K ﹤0.01%
1,036
296
$6K ﹤0.01%
35
297
$6K ﹤0.01%
267
298
$6K ﹤0.01%
132
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$6K ﹤0.01%
250
300
$6K ﹤0.01%
389