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
326
$165K 0.01%
1,000
327
$164K 0.01%
1,517
-51
328
$163K 0.01%
1,146
329
$163K 0.01%
3,548
-1,886
330
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3,554
-255
331
$161K 0.01%
3,643
-845
332
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1,161
333
$160K 0.01%
436
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334
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2,762
-90
335
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801
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336
$157K 0.01%
1,751
337
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364
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338
$154K 0.01%
2,278
339
$154K 0.01%
2,415
340
$152K 0.01%
1,750
341
$152K 0.01%
2,598
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342
$147K 0.01%
1,546
343
$147K 0.01%
5,966
-6,480
344
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2,980
-1,370
345
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2,931
346
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2,576
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347
$145K 0.01%
413
348
$144K 0.01%
472
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349
$143K 0.01%
475
-58
350
$142K 0.01%
1,605
-371
12 13
14
15 16