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
$1.48B
AUM Growth
-$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
884
New
Increased
Reduced
Closed

Top Buys

1 +$2.2M
2 +$1.88M
3 +$1.79M
4
ADSK icon
Autodesk
ADSK
+$1.74M
5
TSM icon
TSMC
TSM
+$1.56M

Top Sells

1 +$2.16M
2 +$2.13M
3 +$1.87M
4
ENB icon
Enbridge
ENB
+$1.66M
5
EBAY icon
eBay
EBAY
+$1.57M

Sector Composition

1 Technology 22.47%
2 Healthcare 14.1%
3 Financials 12.92%
4 Consumer Discretionary 9.52%
5 Consumer Staples 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$184K 0.01%
3,150
+950
302
$181K 0.01%
2,504
-476
303
$181K 0.01%
7,674
304
$173K 0.01%
8,525
+4,000
305
$173K 0.01%
1,600
306
$173K 0.01%
4,645
-390
307
$172K 0.01%
4,084
+84
308
$171K 0.01%
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309
$171K 0.01%
5,600
-31,077
310
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410
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311
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974
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312
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2,445
313
$166K 0.01%
1,470
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314
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315
$165K 0.01%
2,625
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316
$162K 0.01%
2,278
317
$162K 0.01%
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318
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319
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320
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321
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322
$158K 0.01%
1,751
323
$154K 0.01%
1,155
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324
$151K 0.01%
3,182
+202
325
$151K 0.01%
1,000