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
$1.25B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$1.69M
3
+$1.15M
4
UL icon
Unilever
UL
+$1.07M
5
EBAY icon
eBay
EBAY
+$987K

Top Sells

1
+$1.86M
2
+$1.44M
3
+$1.14M
4
UN
Unilever NV New York Registry Shares
UN
+$985K
5
TSLA icon
Tesla
TSLA
+$725K

Sector Composition

1 Technology 17.15%
2 Financials 14.81%
3 Healthcare 13.07%
4 Consumer Discretionary 10.6%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.5M 1%
53,442
+544
27
$12.2M 0.97%
56,471
+1,416
28
$12.1M 0.96%
45,528
+547
29
$11.9M 0.95%
111,577
+3,763
30
$11.9M 0.95%
129,196
+4,720
31
$11.9M 0.95%
43,421
+655
32
$11.3M 0.9%
245,040
+5,965
33
$11M 0.88%
187,778
+9,632
34
$10.8M 0.86%
339,103
-17,010
35
$10.7M 0.85%
39,154
+997
36
$10.7M 0.85%
47,527
+1,503
37
$10.2M 0.81%
467,259
+139
38
$10.1M 0.81%
115,014
+19,200
39
$10M 0.8%
271,699
+3,562
40
$9.67M 0.77%
47,434
-657
41
$9.66M 0.77%
141,433
+16,812
42
$9.31M 0.74%
186,928
+15,960
43
$9.25M 0.74%
52,515
-329
44
$9.18M 0.73%
96,047
+1,757
45
$8.67M 0.69%
36,477
-84
46
$8.43M 0.67%
97,680
+3,137
47
$8.21M 0.65%
163,916
+5,154
48
$8.16M 0.65%
38,039
+1,086
49
$8.01M 0.64%
91,840
-460
50
$7.88M 0.63%
150,304
+6,188
1
2
3 4 5