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
$1.84B
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$2.58M
3
+$1.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
NEE icon
NextEra Energy
NEE
+$1.37M

Top Sells

1
+$2.67M
2
+$1.77M
3
+$855K
4
CVS icon
CVS Health
CVS
+$800K
5
AMT icon
American Tower
AMT
+$677K

Sector Composition

1 Technology 25.42%
2 Financials 12.67%
3 Healthcare 12.5%
4 Consumer Discretionary 9.02%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$67.6K ﹤0.01%
300
452
$67.2K ﹤0.01%
754
453
$66.2K ﹤0.01%
1,032
454
$66K ﹤0.01%
1,000
455
$65.9K ﹤0.01%
1,400
456
$65.6K ﹤0.01%
1,228
-127
457
$65.6K ﹤0.01%
922
+22
458
$65.3K ﹤0.01%
1,514
+514
459
$65.2K ﹤0.01%
2,091
460
$63.5K ﹤0.01%
956
461
$62.2K ﹤0.01%
1,850
462
$62K ﹤0.01%
625
463
$61.8K ﹤0.01%
690
-30
464
$60.7K ﹤0.01%
689
+75
465
$60.7K ﹤0.01%
1,004
-32
466
$60.4K ﹤0.01%
243
467
$60.4K ﹤0.01%
776
468
$59.4K ﹤0.01%
508
+8
469
$59.4K ﹤0.01%
500
470
$59.2K ﹤0.01%
1,016
471
$59.2K ﹤0.01%
649
472
$58.8K ﹤0.01%
2,208
+675
473
$57.4K ﹤0.01%
1,300
474
$57.3K ﹤0.01%
419
-19
475
$56.8K ﹤0.01%
1,825
17 18
19
20 21