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
301
$190K 0.02%
1,488
+1,349
302
$188K 0.02%
2,815
303
$187K 0.01%
2,932
304
$185K 0.01%
450
305
$184K 0.01%
427
+20
306
$182K 0.01%
784
+95
307
$180K 0.01%
2,593
-518
308
$177K 0.01%
6,196
309
$177K 0.01%
4,701
-2,838
310
$176K 0.01%
3,384
311
$171K 0.01%
2,519
+174
312
$170K 0.01%
1,800
313
$170K 0.01%
6,150
+450
314
$169K 0.01%
800
315
$166K 0.01%
2,900
316
$166K 0.01%
2,850
-1,636
317
$164K 0.01%
+7,674
318
$163K 0.01%
4,510
+245
319
$163K 0.01%
628
-83
320
$161K 0.01%
1,932
321
$160K 0.01%
3,570
322
$159K 0.01%
2,000
323
$159K 0.01%
1,001
-172
324
$156K 0.01%
1,313
+975
325
$152K 0.01%
13,916
-2,500
11 12
13
14 15