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
$2B
AUM Growth
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,108
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.18M
3
+$2.04M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.02M
5
NVDA icon
NVIDIA
NVDA
+$1.82M

Top Sells

1
+$5.5M
2
+$1.83M
3
+$1.42M
4
STZ icon
Constellation Brands
STZ
+$1.37M
5
CVS icon
CVS Health
CVS
+$1.34M

Sector Composition

1 Technology 23.13%
2 Financials 14.78%
3 Healthcare 11.26%
4 Consumer Discretionary 8.56%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$94.1K ﹤0.01%
1,036
-539
427
$92.9K ﹤0.01%
266
-403
428
$92.5K ﹤0.01%
1,150
429
$90.7K ﹤0.01%
326
430
$90.1K ﹤0.01%
850
431
$89.4K ﹤0.01%
1,657
432
$89.1K ﹤0.01%
360
433
$88.2K ﹤0.01%
900
434
$87.3K ﹤0.01%
915
435
$86.5K ﹤0.01%
1,786
436
$86.1K ﹤0.01%
2,742
-411
437
$86.1K ﹤0.01%
901
438
$85.9K ﹤0.01%
1,400
439
$85.4K ﹤0.01%
1,045
-1,400
440
$84.9K ﹤0.01%
1,196
+150
441
$84.5K ﹤0.01%
2,000
442
$83.7K ﹤0.01%
846
+8
443
$83.1K ﹤0.01%
411
+50
444
$82.9K ﹤0.01%
715
445
$82.4K ﹤0.01%
645
446
$81.5K ﹤0.01%
333
447
$81.2K ﹤0.01%
6,218
-5
448
$80.9K ﹤0.01%
+1,274
449
$80.9K ﹤0.01%
262
450
$80.4K ﹤0.01%
1,504
16 17
18
19 20