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
$1.5B
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
917
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$2.17M
3
+$1.61M
4
UNH icon
UnitedHealth
UNH
+$1.4M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$886K

Top Sells

1
+$8.91M
2
+$7.33M
3
+$5.61M
4
ATVI
Activision Blizzard
ATVI
+$4.38M
5
ADI icon
Analog Devices
ADI
+$3.02M

Sector Composition

1 Technology 23.69%
2 Financials 13.06%
3 Healthcare 13.02%
4 Consumer Discretionary 10.02%
5 Consumer Staples 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$79.4K 0.01%
360
377
$79.3K 0.01%
610
-253
378
$78.4K 0.01%
1,126
+7
379
$78.1K 0.01%
1,032
380
$77.9K 0.01%
1,000
381
$77.2K 0.01%
500
382
$76.6K 0.01%
900
383
$75.8K 0.01%
2,175
-131
384
$74.2K ﹤0.01%
800
-200
385
$73.1K ﹤0.01%
333
386
$72.3K ﹤0.01%
1,000
387
$72.3K ﹤0.01%
1,870
+443
388
$70.9K ﹤0.01%
172
389
$70.4K ﹤0.01%
600
390
$70.2K ﹤0.01%
1,982
+59
391
$70K ﹤0.01%
1,875
-1,145
392
$70K ﹤0.01%
440
-79
393
$69K ﹤0.01%
1,769
394
$68K ﹤0.01%
800
395
$67.3K ﹤0.01%
5,080
-703
396
$66.7K ﹤0.01%
2,532
+125
397
$66.2K ﹤0.01%
320
398
$65.6K ﹤0.01%
1,500
399
$64.6K ﹤0.01%
423
-67
400
$64.4K ﹤0.01%
501
+1
14 15
16
17 18