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
351
$110K 0.01%
1,383
352
$108K 0.01%
749
-52
353
$108K 0.01%
+4,000
354
$107K 0.01%
+1,809
355
$106K 0.01%
4,385
+1,500
356
$106K 0.01%
2,000
357
$106K 0.01%
190
+15
358
$106K 0.01%
2,047
359
$104K 0.01%
3,800
+1,000
360
$104K 0.01%
3,020
361
$102K 0.01%
1,500
362
$102K 0.01%
375
363
$101K 0.01%
1,000
364
$101K 0.01%
2,654
-900
365
$101K 0.01%
1,950
366
$99.9K 0.01%
2,996
-10,308
367
$97.8K 0.01%
1,401
368
$97.2K 0.01%
+3,000
369
$96.8K 0.01%
1,650
-650
370
$96.3K 0.01%
878
371
$95.6K 0.01%
780
372
$94.7K 0.01%
600
373
$90.5K 0.01%
1,000
374
$89.4K 0.01%
1,600
-34
375
$89.3K 0.01%
1,876
13 14
15
16 17