Michael Bridgeman

@Trust Co Of The South

Latest period2024 - Q4

Reported16d ago

Managed Assets$491.083M

Total holdings120

Assets growth rate3.99%

Assets growth rate (2-Q avg)7.91%

Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Trust Co Of The South's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 120 positions.

Assets under management

The assets under management (AUM) of Trust Co Of The South over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 491.083M in assets, with a quarterly growth rate of 3.99% and a 2-quarter average growth rate of 7.91%. The portfolio is managed by Michael Bridgeman, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BMIBadger Meter Inc Recent Activity New Position	0.09%	$393,695 1,856 shares@ $212.13 avg price	New Position
ADSKAutodesk Inc Recent Activity New Position	0.07%	$322,762 1,092 shares@ $295.57 avg price	New Position
ITICInvestors Title Company Recent Activity New Position	0.07%	$322,467 1,362 shares@ $236.76 avg price	New Position
CVXChevron Corp Recent Activity New Position	0.06%	$261,002 1,802 shares@ $144.85 avg price	New Position