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
$1.44B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$1.83M
3
+$1.7M
4
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
+$1.37M
5
PARA
Paramount Global Class B
PARA
+$1.17M

Top Sells

1
+$7.7M
2
+$4.01M
3
+$2.45M
4
TDOC icon
Teladoc Health
TDOC
+$1.62M
5
CBU icon
Community Bank
CBU
+$836K

Sector Composition

1 Technology 17.37%
2 Financials 15.1%
3 Healthcare 12.75%
4 Consumer Discretionary 10.5%
5 Communication Services 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$65K ﹤0.01%
735
452
$64K ﹤0.01%
1,400
-344
453
$63K ﹤0.01%
900
454
$63K ﹤0.01%
2,010
+333
455
$62K ﹤0.01%
2,400
456
$62K ﹤0.01%
1,093
457
$61K ﹤0.01%
400
458
$61K ﹤0.01%
754
459
$61K ﹤0.01%
718
460
$60K ﹤0.01%
200
461
$60K ﹤0.01%
939
+202
462
$60K ﹤0.01%
1,900
463
$59K ﹤0.01%
1,000
464
$56K ﹤0.01%
575
465
$56K ﹤0.01%
1,500
466
$55K ﹤0.01%
1,200
467
$54K ﹤0.01%
870
+270
468
$53K ﹤0.01%
300
469
$53K ﹤0.01%
650
470
$52K ﹤0.01%
282
471
$52K ﹤0.01%
1,050
472
$51K ﹤0.01%
+1,096
473
$50K ﹤0.01%
135
474
$49K ﹤0.01%
706
-150
475
$49K ﹤0.01%
341
+31
17 18
19
20 21