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
451
$79.9K ﹤0.01%
2,000
452
$79K ﹤0.01%
172
453
$78.4K ﹤0.01%
2,991
+32
454
$78.3K ﹤0.01%
696
455
$78.1K ﹤0.01%
800
456
$77.8K ﹤0.01%
600
457
$76.8K ﹤0.01%
650
458
$76.2K ﹤0.01%
2,069
459
$76.1K ﹤0.01%
400
-75
460
$75.4K ﹤0.01%
130
461
$75.3K ﹤0.01%
400
462
$73.1K ﹤0.01%
2,164
-575
463
$72.7K ﹤0.01%
904
464
$72.5K ﹤0.01%
5,320
+831
465
$72.1K ﹤0.01%
780
+5
466
$71.6K ﹤0.01%
754
467
$71.6K ﹤0.01%
5,749
+500
468
$71.3K ﹤0.01%
821
469
$71.2K ﹤0.01%
5,000
470
$70.9K ﹤0.01%
163
-29
471
$70.7K ﹤0.01%
1,032
472
$70.6K ﹤0.01%
900
473
$69.9K ﹤0.01%
320
-955
474
$68.8K ﹤0.01%
2,208
475
$68.5K ﹤0.01%
2,091
17 18
19
20 21