TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.3B
1-Year Est. Return 16.02%
This Quarter Est. Return
1 Year Est. Return
+16.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$1.69M
3
+$1.15M
4
UL icon
Unilever
UL
+$1.07M
5
EBAY icon
eBay
EBAY
+$987K

Top Sells

1
+$1.86M
2
+$1.44M
3
+$1.14M
4
UN
Unilever NV New York Registry Shares
UN
+$985K
5
TSLA icon
Tesla
TSLA
+$725K

Sector Composition

1 Technology 17.15%
2 Financials 14.81%
3 Healthcare 13.07%
4 Consumer Discretionary 10.6%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$397K 0.03%
8,173
-400
227
$397K 0.03%
20,046
+3,122
228
$397K 0.03%
657
229
$396K 0.03%
599
-40
230
$390K 0.03%
4,555
+124
231
$383K 0.03%
6,809
232
$381K 0.03%
12,300
-11,700
233
$364K 0.03%
1,500
234
$357K 0.03%
2,400
-45
235
$354K 0.03%
6,437
+120
236
$346K 0.03%
4,410
237
$340K 0.03%
1,174
238
$339K 0.03%
14,544
+705
239
$338K 0.03%
2,378
+138
240
$332K 0.03%
2,813
-115
241
$331K 0.03%
1,213
+677
242
$327K 0.03%
9,079
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243
$324K 0.03%
3,273
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244
$321K 0.03%
9,535
-1,176
245
$318K 0.03%
758
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246
$317K 0.03%
2,673
247
$313K 0.03%
9,042
+2,360
248
$313K 0.03%
2,372
-156
249
$308K 0.02%
270
250
$301K 0.02%
3,488
-186
8 9
10
11 12