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
$1.84B
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$2.58M
3
+$1.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
NEE icon
NextEra Energy
NEE
+$1.37M

Top Sells

1
+$2.67M
2
+$1.77M
3
+$855K
4
CVS icon
CVS Health
CVS
+$800K
5
AMT icon
American Tower
AMT
+$677K

Sector Composition

1 Technology 25.42%
2 Financials 12.67%
3 Healthcare 12.5%
4 Consumer Discretionary 9.02%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$96.8K 0.01%
1,229
402
$96.8K 0.01%
1,733
403
$96.4K 0.01%
592
+92
404
$96K 0.01%
989
+152
405
$95.8K 0.01%
1,500
406
$95.1K 0.01%
1,200
407
$94.6K 0.01%
450
408
$94.4K 0.01%
950
409
$94.4K 0.01%
718
410
$94.1K 0.01%
803
-363
411
$93.9K 0.01%
+530
412
$92.8K 0.01%
780
413
$91.8K 0.01%
669
414
$90.3K ﹤0.01%
6,150
415
$89.9K ﹤0.01%
6,699
-520
416
$88.8K ﹤0.01%
172
417
$88.5K ﹤0.01%
475
-25
418
$87K ﹤0.01%
900
419
$86.4K ﹤0.01%
3,828
+2,459
420
$86.1K ﹤0.01%
800
421
$84.7K ﹤0.01%
360
422
$84.2K ﹤0.01%
2,907
423
$84K ﹤0.01%
1,585
424
$83.6K ﹤0.01%
1,119
425
$82.3K ﹤0.01%
262
+16
15 16
17
18 19