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
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$2.39M
3
+$2.3M
4
MSFT icon
Microsoft
MSFT
+$2M
5
AMZN icon
Amazon
AMZN
+$1.25M

Top Sells

1
+$5.11M
2
+$1.55M
3
+$1.18M
4
MA icon
Mastercard
MA
+$1.05M
5
SBUX icon
Starbucks
SBUX
+$605K

Sector Composition

1 Technology 24.39%
2 Financials 13.18%
3 Healthcare 12.44%
4 Consumer Discretionary 9.15%
5 Industrials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$77.7K ﹤0.01%
650
452
$75.2K ﹤0.01%
1,032
453
$75.1K ﹤0.01%
+851
454
$74.8K ﹤0.01%
701
+197
455
$74K ﹤0.01%
172
456
$73.5K ﹤0.01%
600
457
$73.4K ﹤0.01%
326
+26
458
$73.3K ﹤0.01%
775
459
$73.2K ﹤0.01%
361
460
$72.9K ﹤0.01%
2,012
461
$72.9K ﹤0.01%
1,400
462
$72.6K ﹤0.01%
1,500
463
$71.5K ﹤0.01%
293
+13
464
$70.7K ﹤0.01%
776
465
$70.7K ﹤0.01%
2,000
466
$70.7K ﹤0.01%
904
+104
467
$70.6K ﹤0.01%
1,081
-147
468
$68.5K ﹤0.01%
1,028
-924
469
$68K ﹤0.01%
2,000
-1,000
470
$68K ﹤0.01%
845
471
$67.6K ﹤0.01%
270
+27
472
$67.3K ﹤0.01%
371
+46
473
$67K ﹤0.01%
697
+99
474
$66.7K ﹤0.01%
1,116
+112
475
$66.6K ﹤0.01%
419
17 18
19
20 21