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
$1.03B
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,129
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.11M
3
+$1.04M
4
PAG icon
Penske Automotive Group
PAG
+$913K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$611K

Top Sells

1
+$1.8M
2
+$1.69M
3
+$1.66M
4
PM icon
Philip Morris
PM
+$1.34M
5
META icon
Meta Platforms (Facebook)
META
+$1.18M

Sector Composition

1 Healthcare 14.32%
2 Financials 13.08%
3 Technology 12.05%
4 Industrials 11.18%
5 Consumer Staples 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$56K 0.01%
1,535
-97
427
$56K 0.01%
722
+25
428
$55K 0.01%
842
+54
429
$55K 0.01%
2,024
430
$55K 0.01%
2,039
-256
431
$55K 0.01%
3,266
-334
432
$53K 0.01%
2,039
-1,580
433
$53K 0.01%
1,400
-165
434
$53K 0.01%
303
435
$52K 0.01%
518
-42
436
$52K 0.01%
3,130
-235
437
$52K 0.01%
720
438
$51K ﹤0.01%
1,500
439
$50K ﹤0.01%
500
440
$50K ﹤0.01%
15,217
-4,481
441
$49K ﹤0.01%
2,260
-8,188
442
$49K ﹤0.01%
3,209
-1,218
443
$48K ﹤0.01%
440
-112
444
$48K ﹤0.01%
1,098
+431
445
$47K ﹤0.01%
3,128
-389
446
$47K ﹤0.01%
976
447
$46K ﹤0.01%
1,041
-22
448
$46K ﹤0.01%
984
-411
449
$45K ﹤0.01%
1,270
+50
450
$45K ﹤0.01%
497
-95
16 17
18
19 20