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
301
$210K 0.01%
730
+50
302
$208K 0.01%
4,866
303
$205K 0.01%
1,111
304
$201K 0.01%
1,354
-1,558
305
$201K 0.01%
5,035
+1,381
306
$200K 0.01%
1,748
-152
307
$196K 0.01%
1,000
-17
308
$195K 0.01%
4,430
-100
309
$194K 0.01%
1,600
-57
310
$191K 0.01%
1,109
-149
311
$186K 0.01%
7,674
312
$184K 0.01%
1,085
+180
313
$181K 0.01%
409
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314
$180K 0.01%
10,094
315
$176K 0.01%
2,737
-194
316
$175K 0.01%
6,000
317
$174K 0.01%
1,079
318
$174K 0.01%
+2,300
319
$173K 0.01%
3,190
+1,325
320
$172K 0.01%
2,445
321
$170K 0.01%
4,000
-1,200
322
$168K 0.01%
871
323
$167K 0.01%
1,867
324
$166K 0.01%
2,807
325
$165K 0.01%
2,679
11 12
13
14 15