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
$1.53B
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
401
$89.3K 0.01%
1,225
-215
402
$89.2K 0.01%
1,748
-308
403
$88.7K 0.01%
800
404
$88.5K 0.01%
2,048
405
$86K 0.01%
9,310
-2,040
406
$84.9K 0.01%
2,085
407
$84.7K 0.01%
222
-76
408
$83.7K 0.01%
1,032
409
$82.8K 0.01%
301
+76
410
$82.2K 0.01%
1,690
+40
411
$81.7K 0.01%
1,000
-49
412
$79.2K 0.01%
101
-50
413
$79.2K 0.01%
1,126
-2,622
414
$79K 0.01%
420
-58
415
$77.7K 0.01%
900
416
$77K 0.01%
1,337
417
$76.4K 0.01%
3,045
418
$75.6K ﹤0.01%
2,562
-212
419
$75.2K ﹤0.01%
2,306
+150
420
$75.1K ﹤0.01%
1,208
421
$74K ﹤0.01%
360
422
$73.8K ﹤0.01%
500
-75
423
$73.5K ﹤0.01%
466
+166
424
$73K ﹤0.01%
1,172
425
$72.6K ﹤0.01%
1,000
15 16
17
18 19