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
276
$230K 0.02%
1,747
+409
277
$229K 0.02%
912
278
$225K 0.02%
6,896
-800
279
$220K 0.02%
900
-3
280
$218K 0.02%
5,272
281
$218K 0.02%
2,400
282
$217K 0.02%
1,107
+202
283
$214K 0.02%
2,035
+375
284
$212K 0.02%
4,249
-344
285
$211K 0.02%
2,492
-694
286
$209K 0.02%
1,900
-160
287
$208K 0.02%
12,636
-1,489
288
$205K 0.02%
4,680
-150
289
$204K 0.02%
11,285
-300
290
$204K 0.02%
6,750
291
$200K 0.02%
2,866
+100
292
$199K 0.02%
694
+194
293
$199K 0.02%
3,729
+51
294
$196K 0.02%
774
+155
295
$195K 0.02%
2,433
+80
296
$195K 0.02%
4,235
297
$195K 0.02%
1,894
+680
298
$195K 0.02%
1,528
+59
299
$195K 0.02%
1,174
+241
300
$192K 0.02%
543
+217
10 11
12
13 14