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
$1.12B
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$1.73M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$893K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$884K

Top Sells

1
+$1.92M
2
+$606K
3
+$508K
4
WFC icon
Wells Fargo
WFC
+$412K
5
PCG icon
PG&E
PCG
+$369K

Sector Composition

1 Financials 12.93%
2 Healthcare 12.76%
3 Technology 12.08%
4 Industrials 11.41%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$112K 0.01%
+2,000
377
$111K 0.01%
907
-46
378
$110K 0.01%
3,083
+431
379
$109K 0.01%
1,000
-200
380
$109K 0.01%
2,050
+260
381
$107K 0.01%
2,151
+434
382
$107K 0.01%
689
+15
383
$106K 0.01%
3,060
384
$102K 0.01%
1,390
-371
385
$102K 0.01%
2,662
-146
386
$100K 0.01%
2,250
+225
387
$99K 0.01%
1,416
+284
388
$99K 0.01%
1,742
+171
389
$99K 0.01%
627
+15
390
$99K 0.01%
1,425
-247
391
$98K 0.01%
850
392
$96K 0.01%
575
-147
393
$96K 0.01%
782
394
$95K 0.01%
3,900
+3,350
395
$95K 0.01%
318
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396
$95K 0.01%
2,092
-686
397
$95K 0.01%
816
+140
398
$94K 0.01%
707
+147
399
$93K 0.01%
2,700
400
$93K 0.01%
763
+167
14 15
16
17 18