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
326
$158K 0.01%
5,966
327
$154K 0.01%
317
328
$153K 0.01%
1,675
+1,670
329
$150K 0.01%
1,035
+603
330
$143K 0.01%
1,591
-635
331
$142K 0.01%
2,329
+418
332
$141K 0.01%
2,445
-114
333
$140K 0.01%
1,193
334
$140K 0.01%
461
335
$140K 0.01%
1,086
-17
336
$139K 0.01%
1,203
-56
337
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754
+64
338
$137K 0.01%
2,225
339
$136K 0.01%
1,750
340
$136K 0.01%
1,146
-8
341
$135K 0.01%
3,177
-4
342
$134K 0.01%
1,437
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343
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2,102
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344
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902
345
$130K 0.01%
2,717
-309
346
$130K 0.01%
1,751
347
$130K 0.01%
4,135
348
$127K 0.01%
1,546
349
$127K 0.01%
1,536
+232
350
$125K 0.01%
2,041
-1
12 13
14
15 16