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
$1.53B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.65M
3
+$1.47M
4
UNH icon
UnitedHealth
UNH
+$1.45M
5
CVX icon
Chevron
CVX
+$1.36M

Top Sells

1
+$2.36M
2
+$1.92M
3
+$1.34M
4
DLR icon
Digital Realty Trust
DLR
+$1.16M
5
D icon
Dominion Energy
D
+$1.09M

Sector Composition

1 Technology 22.54%
2 Healthcare 13.75%
3 Financials 12.91%
4 Consumer Discretionary 9.61%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$61.3K ﹤0.01%
900
452
$61.2K ﹤0.01%
207
-92
453
$61.2K ﹤0.01%
553
454
$61.2K ﹤0.01%
280
455
$61K ﹤0.01%
899
-772
456
$61K ﹤0.01%
1,632
-300
457
$60.8K ﹤0.01%
500
458
$60.5K ﹤0.01%
1,500
459
$59.8K ﹤0.01%
100
460
$59.4K ﹤0.01%
604
461
$59K ﹤0.01%
1,000
+400
462
$58K ﹤0.01%
172
463
$57.7K ﹤0.01%
300
464
$57.7K ﹤0.01%
654
-75
465
$56.5K ﹤0.01%
625
466
$56.1K ﹤0.01%
1,455
+1,000
467
$56K ﹤0.01%
1,000
468
$55.3K ﹤0.01%
1,050
469
$53.9K ﹤0.01%
1,705
-1,100
470
$53.5K ﹤0.01%
2,350
471
$53.1K ﹤0.01%
730
-600
472
$52.8K ﹤0.01%
1,600
-430
473
$52.5K ﹤0.01%
2,335
474
$52.1K ﹤0.01%
500
475
$52.1K ﹤0.01%
361
17 18
19
20 21