TBNY

Trustco Bank (New York) Portfolio holdings

AUM $102M
1-Year Est. Return 22.18%
This Quarter Est. Return
1 Year Est. Return
+22.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$54M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$263K
2
+$76.6K
3
+$64.3K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$38.2K
5
WMT icon
Walmart
WMT
+$35.9K

Top Sells

1
+$5.18M
2
+$2.95M
3
+$2.89M
4
AAPL icon
Apple
AAPL
+$2.68M
5
CVX icon
Chevron
CVX
+$2.54M

Sector Composition

1 Healthcare 23.05%
2 Technology 17.06%
3 Industrials 16.31%
4 Consumer Staples 15.36%
5 Financials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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