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
251
$300K 0.02%
941
252
$297K 0.02%
6,280
+100
253
$296K 0.02%
1,247
254
$294K 0.02%
4,282
-3,059
255
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11,365
256
$288K 0.02%
2,655
-73
257
$286K 0.02%
5,147
+66
258
$279K 0.02%
+15,498
259
$276K 0.02%
4,431
260
$272K 0.02%
3,716
-42
261
$271K 0.02%
11,042
+4
262
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4,176
+3,568
263
$266K 0.02%
3,725
-33
264
$260K 0.02%
4,236
265
$254K 0.02%
4,330
+809
266
$248K 0.02%
2,907
-1,020
267
$244K 0.02%
2,016
268
$242K 0.02%
1,051
269
$241K 0.02%
4,546
-1,290
270
$240K 0.02%
14,201
271
$239K 0.02%
6,170
+273
272
$239K 0.02%
334
273
$236K 0.02%
1,904
+22
274
$235K 0.02%
890
-80
275
$231K 0.02%
4,338
-1,816
9 10
11
12 13