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
351
$124K 0.01%
364
+158
352
$122K 0.01%
2,598
-10
353
$120K 0.01%
1,335
+130
354
$120K 0.01%
3,901
355
$119K 0.01%
2,000
356
$119K 0.01%
1,962
+627
357
$119K 0.01%
2,000
358
$118K 0.01%
5,120
+2,716
359
$117K 0.01%
1,403
-700
360
$117K 0.01%
1,300
361
$116K 0.01%
1,089
+110
362
$115K 0.01%
1,537
363
$112K 0.01%
3,109
+226
364
$111K 0.01%
1,347
365
$110K 0.01%
1,650
366
$110K 0.01%
1,255
367
$110K 0.01%
2,392
-50
368
$110K 0.01%
511
369
$109K 0.01%
720
370
$109K 0.01%
4,113
371
$108K 0.01%
900
372
$107K 0.01%
2,500
-400
373
$106K 0.01%
2,250
-555
374
$106K 0.01%
3,245
375
$106K 0.01%
1,500
13 14
15
16 17