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
301
$188K 0.01%
2,847
302
$187K 0.01%
2,166
+17
303
$186K 0.01%
2,126
-150
304
$186K 0.01%
3,644
+2,171
305
$186K 0.01%
1,368
+13
306
$184K 0.01%
608
+56
307
$181K 0.01%
11,350
308
$179K 0.01%
1,242
+353
309
$179K 0.01%
12,730
+236
310
$178K 0.01%
1,203
-31
311
$178K 0.01%
541
312
$177K 0.01%
1,582
+23
313
$174K 0.01%
5,200
314
$174K 0.01%
1,886
+556
315
$173K 0.01%
1,600
-100
316
$171K 0.01%
831
-16
317
$170K 0.01%
7,674
318
$169K 0.01%
+6,000
319
$167K 0.01%
1,062
-142
320
$166K 0.01%
7,040
-1,450
321
$164K 0.01%
960
322
$164K 0.01%
1,600
323
$164K 0.01%
7,004
324
$164K 0.01%
+1,984
325
$163K 0.01%
286
-56
11 12
13
14 15