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
251
$304K 0.02%
4,615
+1,361
252
$299K 0.02%
5,231
-7,428
253
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3,831
+28
254
$292K 0.02%
7,005
+810
255
$288K 0.02%
983
256
$287K 0.02%
5,219
+120
257
$286K 0.02%
16,929
+2,728
258
$286K 0.02%
9,867
-776
259
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260
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2,202
+30
261
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2,722
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262
$278K 0.02%
1,147
263
$276K 0.02%
7,167
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264
$273K 0.02%
1,129
-213
265
$272K 0.02%
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266
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248
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4,236
268
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11,365
269
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3,200
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270
$257K 0.02%
875
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271
$256K 0.02%
4,466
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272
$254K 0.02%
5,780
+15
273
$249K 0.02%
6,728
274
$243K 0.02%
16,087
-1,024
275
$237K 0.02%
9,509
-49
9 10
11
12 13