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
376
$104K 0.01%
1,944
-50
377
$104K 0.01%
1,081
378
$102K 0.01%
1,000
379
$100K 0.01%
+500
380
$100K 0.01%
6,438
381
$100K 0.01%
447
-58
382
$100K 0.01%
1,330
383
$98K 0.01%
2,065
-178
384
$98K 0.01%
8,174
-6
385
$98K 0.01%
1,246
-60
386
$97K 0.01%
451
-111
387
$96K 0.01%
875
388
$95K 0.01%
2,663
+2
389
$93K 0.01%
3,409
+3,109
390
$91K 0.01%
+1,000
391
$91K 0.01%
450
392
$90K 0.01%
992
393
$89K 0.01%
878
394
$89K 0.01%
+1,175
395
$88K 0.01%
334
+25
396
$88K 0.01%
3,089
+400
397
$88K 0.01%
790
398
$88K 0.01%
2,093
399
$87K 0.01%
955
400
$85K 0.01%
1,401
14 15
16
17 18