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
$1.08B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.2M
3
+$1.03M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$927K
5
SBUX icon
Starbucks
SBUX
+$779K

Top Sells

1
+$1.82M
2
+$758K
3
+$716K
4
NOV icon
NOV
NOV
+$460K
5
VZ icon
Verizon
VZ
+$455K

Sector Composition

1 Healthcare 13.05%
2 Financials 13.04%
3 Industrials 12.61%
4 Technology 11.14%
5 Consumer Staples 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$69K 0.01%
+960
427
$68K 0.01%
1,217
+17
428
$68K 0.01%
700
+300
429
$67K 0.01%
+2,200
430
$66K 0.01%
885
431
$66K 0.01%
423
432
$66K 0.01%
737
433
$66K 0.01%
2,194
434
$66K 0.01%
2,400
+1,800
435
$65K 0.01%
1,000
436
$65K 0.01%
1,020
-500
437
$65K 0.01%
752
438
$65K 0.01%
380
439
$64K 0.01%
90
+75
440
$64K 0.01%
965
-276
441
$63K 0.01%
355
-100
442
$62K 0.01%
1,100
-1,000
443
$62K 0.01%
+4,400
444
$62K 0.01%
432
445
$61K 0.01%
2,550
446
$61K 0.01%
800
-50
447
$61K 0.01%
676
448
$61K 0.01%
+4,300
449
$60K 0.01%
2,640
450
$60K 0.01%
10,788
+3,069
16 17
18
19 20