TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$3.57M
3
+$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.26M
5
JPM icon
JPMorgan Chase
JPM
+$1.25M

Top Sells

1
+$1.88M
2
+$1.51M
3
+$939K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$607K
5
NVDA icon
NVIDIA
NVDA
+$537K

Sector Composition

1 Technology 18.94%
2 Healthcare 14.93%
3 Financials 12.99%
4 Consumer Discretionary 9.42%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$72K 0.01%
2,593
427
$72K 0.01%
952
+489
428
$72K 0.01%
1,128
-119
429
$71K 0.01%
+694
430
$71K 0.01%
1,000
431
$70K 0.01%
1,248
-7
432
$70K 0.01%
1,790
433
$69K 0.01%
213
434
$69K 0.01%
316
+36
435
$69K 0.01%
1,500
436
$68K 0.01%
1,032
-200
437
$67K 0.01%
+1,476
438
$67K 0.01%
2,807
439
$66K 0.01%
1,400
440
$66K 0.01%
2,094
+447
441
$66K 0.01%
375
-200
442
$66K 0.01%
506
443
$65K 0.01%
1,485
-178
444
$64K 0.01%
265
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445
$64K 0.01%
2,475
446
$63K 0.01%
375
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447
$62K ﹤0.01%
1,500
448
$62K ﹤0.01%
693
-1
449
$61K ﹤0.01%
708
-45
450
$61K ﹤0.01%
900
16 17
18
19 20