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
351
$141K 0.01%
409
-19
352
$140K 0.01%
1,800
-294
353
$139K 0.01%
839
354
$135K 0.01%
1,421
-794
355
$134K 0.01%
7,974
356
$131K 0.01%
292
-25
357
$128K 0.01%
2,047
358
$127K 0.01%
3,745
-202
359
$127K 0.01%
1,347
360
$127K 0.01%
7,004
361
$126K 0.01%
1,300
362
$124K 0.01%
1,270
363
$122K 0.01%
1,114
+33
364
$121K 0.01%
3,020
365
$119K 0.01%
709
-182
366
$115K 0.01%
1,500
367
$114K 0.01%
1,161
368
$113K 0.01%
1,730
-2,144
369
$113K 0.01%
2,000
370
$112K 0.01%
719
-12
371
$111K 0.01%
11,365
372
$110K 0.01%
375
-50
373
$110K 0.01%
574
374
$109K 0.01%
450
375
$108K 0.01%
1,293
+255
13 14
15
16 17