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
$1.53B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.65M
3
+$1.47M
4
UNH icon
UnitedHealth
UNH
+$1.45M
5
CVX icon
Chevron
CVX
+$1.36M

Top Sells

1
+$2.36M
2
+$1.92M
3
+$1.34M
4
DLR icon
Digital Realty Trust
DLR
+$1.16M
5
D icon
Dominion Energy
D
+$1.09M

Sector Composition

1 Technology 22.54%
2 Healthcare 13.75%
3 Financials 12.91%
4 Consumer Discretionary 9.61%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$278K 0.02%
3,343
-530
277
$277K 0.02%
4,832
-60
278
$271K 0.02%
5,036
279
$269K 0.02%
1,001
280
$269K 0.02%
1,147
281
$267K 0.02%
1,801
-150
282
$267K 0.02%
14,201
283
$265K 0.02%
1,967
284
$254K 0.02%
2,720
285
$247K 0.02%
930
286
$247K 0.02%
6,283
287
$246K 0.02%
1,747
+23
288
$239K 0.02%
3,570
289
$235K 0.02%
970
+6
290
$234K 0.02%
2,902
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291
$234K 0.02%
2,778
292
$233K 0.02%
2,447
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293
$233K 0.02%
13,356
294
$232K 0.02%
1,620
-5
295
$226K 0.01%
470
+50
296
$224K 0.01%
1,775
+263
297
$222K 0.01%
5,200
298
$222K 0.01%
2,980
+221
299
$220K 0.01%
724
300
$211K 0.01%
1,379
+124
10 11
12
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