TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$3.57M
3
+$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.26M
5
JPM icon
JPMorgan Chase
JPM
+$1.25M

Top Sells

1
+$1.88M
2
+$1.51M
3
+$939K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$607K
5
NVDA icon
NVIDIA
NVDA
+$537K

Sector Composition

1 Technology 18.94%
2 Healthcare 14.93%
3 Financials 12.99%
4 Consumer Discretionary 9.42%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$399K 0.03%
993
+273
227
$394K 0.03%
6,809
228
$391K 0.03%
6,497
+120
229
$386K 0.03%
2,580
-227
230
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4,869
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231
$374K 0.03%
5,072
232
$372K 0.03%
3,057
+26
233
$369K 0.03%
2,992
234
$366K 0.03%
5,942
+1,272
235
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4,454
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236
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3,053
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237
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238
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239
$337K 0.03%
3,140
+1,075
240
$336K 0.03%
11,550
241
$332K 0.03%
2,250
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242
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244
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8,468
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245
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2,900
+34
246
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1,478
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247
$314K 0.02%
3,258
-33
248
$310K 0.02%
18,804
-471
249
$308K 0.02%
3,422
+5
250
$306K 0.02%
1,261
8 9
10
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