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
$1.12B
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$1.73M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$893K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$884K

Top Sells

1
+$1.92M
2
+$606K
3
+$508K
4
WFC icon
Wells Fargo
WFC
+$412K
5
PCG icon
PG&E
PCG
+$369K

Sector Composition

1 Financials 12.93%
2 Healthcare 12.76%
3 Technology 12.08%
4 Industrials 11.41%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$56K 0.01%
1,433
+1,038
477
$56K 0.01%
1,632
478
$56K 0.01%
333
+8
479
$55K ﹤0.01%
500
480
$54K ﹤0.01%
552
+242
481
$54K ﹤0.01%
225
+165
482
$54K ﹤0.01%
915
483
$54K ﹤0.01%
912
+356
484
$54K ﹤0.01%
1,232
-218
485
$53K ﹤0.01%
1,028
486
$53K ﹤0.01%
475
+60
487
$53K ﹤0.01%
300
488
$53K ﹤0.01%
1,500
489
$52K ﹤0.01%
1,280
490
$52K ﹤0.01%
1,521
+1,360
491
$52K ﹤0.01%
720
492
$51K ﹤0.01%
1,355
+421
493
$51K ﹤0.01%
592
+217
494
$51K ﹤0.01%
1,253
495
$51K ﹤0.01%
3,000
496
$51K ﹤0.01%
3,365
-35
497
$51K ﹤0.01%
6,000
498
$50K ﹤0.01%
40
499
$50K ﹤0.01%
513
+141
500
$50K ﹤0.01%
2,150
+312
18 19
20
21 22