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
401
$93K 0.01%
4,877
402
$92K 0.01%
359
403
$91K 0.01%
3,199
+1,624
404
$90K 0.01%
3,824
-191
405
$90K 0.01%
1,240
406
$89K 0.01%
8,240
407
$89K 0.01%
2,539
+169
408
$87K 0.01%
400
409
$86K 0.01%
3,271
+139
410
$85K 0.01%
9,850
+600
411
$84K 0.01%
1,787
+126
412
$84K 0.01%
1,000
-335
413
$83K 0.01%
586
+186
414
$83K 0.01%
420
-12
415
$83K 0.01%
1,970
+120
416
$83K 0.01%
726
+66
417
$83K 0.01%
6,000
418
$82K 0.01%
6,639
+621
419
$81K 0.01%
1,013
-4
420
$81K 0.01%
4,660
+2,850
421
$80K 0.01%
2,194
422
$79K 0.01%
4,427
+1,461
423
$79K 0.01%
1,500
424
$78K 0.01%
4,600
425
$78K 0.01%
1,846
+96
15 16
17
18 19