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Michael Bridgeman

@Trust Co Of The South

Latest period2024 - Q4ReportedManaged Assets$491.083MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MMM3m Corporation
Recent Activity
Decreased -0.05%
0.06%
$247,466
1,917 shares@ $129.1 avg price
ADBEAdobe Sys Inc
Recent Activity
Decreased -13.53%
0.05%
$227,231
511 shares@ $444.68 avg price
IJRIshares Core S&p Small Cap
Recent Activity
Decreased -22.56%
0.05%
$223,412
1,939 shares@ $115.23 avg price
EFXEquifax, Inc.
Recent Activity
Decreased -10.79%
0.05%
$218,916
859 shares@ $254.85 avg price