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
$1.25B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$1.69M
3
+$1.15M
4
UL icon
Unilever
UL
+$1.07M
5
EBAY icon
eBay
EBAY
+$987K

Top Sells

1
+$1.86M
2
+$1.44M
3
+$1.14M
4
UN
Unilever NV New York Registry Shares
UN
+$985K
5
TSLA icon
Tesla
TSLA
+$725K

Sector Composition

1 Technology 17.15%
2 Financials 14.81%
3 Healthcare 13.07%
4 Consumer Discretionary 10.6%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$65K 0.01%
1,377
-500
427
$64K 0.01%
1,649
-495
428
$63K 0.01%
1,334
429
$63K 0.01%
1,900
430
$61K ﹤0.01%
800
431
$61K ﹤0.01%
360
-40
432
$61K ﹤0.01%
1,000
433
$60K ﹤0.01%
1,678
-2,000
434
$60K ﹤0.01%
500
435
$60K ﹤0.01%
450
436
$60K ﹤0.01%
280
437
$59K ﹤0.01%
2,400
438
$59K ﹤0.01%
754
439
$58K ﹤0.01%
539
+189
440
$57K ﹤0.01%
869
-598
441
$55K ﹤0.01%
2,400
442
$55K ﹤0.01%
100
443
$54K ﹤0.01%
575
444
$54K ﹤0.01%
1,535
445
$54K ﹤0.01%
718
446
$54K ﹤0.01%
1,093
+80
447
$53K ﹤0.01%
384
448
$52K ﹤0.01%
400
449
$51K ﹤0.01%
1,500
450
$50K ﹤0.01%
750
16 17
18
19 20