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
276
$234K 0.02%
3,498
+10
277
$230K 0.02%
2,167
-264
278
$230K 0.02%
2,201
+15
279
$228K 0.02%
2,068
-1
280
$228K 0.02%
3,570
281
$224K 0.02%
1,601
282
$223K 0.02%
1,355
-4
283
$222K 0.02%
2,720
-65
284
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285
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3,272
-23
286
$218K 0.02%
941
287
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1,686
-1
288
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5,696
-250
289
$211K 0.02%
1,017
+14
290
$211K 0.02%
15,150
291
$208K 0.02%
2,005
+14
292
$206K 0.02%
+7,960
293
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294
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2,755
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295
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994
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296
$200K 0.02%
652
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297
$198K 0.02%
600
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298
$196K 0.02%
913
299
$196K 0.02%
955
+351
300
$189K 0.02%
526
+185
10 11
12
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