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
$1.53B
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
376
$108K 0.01%
2,200
377
$108K 0.01%
1,151
378
$107K 0.01%
1,000
379
$107K 0.01%
213
380
$106K 0.01%
1,561
381
$105K 0.01%
1,433
-528
382
$104K 0.01%
1,000
-20
383
$104K 0.01%
1,950
-175
384
$104K 0.01%
1,007
-16
385
$104K 0.01%
1,383
386
$103K 0.01%
320
387
$103K 0.01%
1,802
388
$101K 0.01%
600
389
$101K 0.01%
878
390
$99.6K 0.01%
874
-572
391
$99.1K 0.01%
845
-90
392
$98.8K 0.01%
1,876
393
$98.3K 0.01%
875
394
$98K 0.01%
900
395
$96.4K 0.01%
1,401
396
$94.5K 0.01%
4,525
397
$94.4K 0.01%
2,800
-245
398
$92.9K 0.01%
2,039
-425
399
$92K 0.01%
1,634
+149
400
$91.7K 0.01%
780
-60
14 15
16
17 18