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
$1.03B
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,129
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.11M
3
+$1.04M
4
PAG icon
Penske Automotive Group
PAG
+$913K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$611K

Top Sells

1
+$1.8M
2
+$1.69M
3
+$1.66M
4
PM icon
Philip Morris
PM
+$1.34M
5
META icon
Meta Platforms (Facebook)
META
+$1.18M

Sector Composition

1 Healthcare 14.32%
2 Financials 13.08%
3 Technology 12.05%
4 Industrials 11.18%
5 Consumer Staples 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$38K ﹤0.01%
800
+200
477
$37K ﹤0.01%
1,146
-209
478
$37K ﹤0.01%
500
479
$37K ﹤0.01%
615
480
$36K ﹤0.01%
259
+96
481
$36K ﹤0.01%
355
+80
482
$36K ﹤0.01%
1,075
-297
483
$36K ﹤0.01%
445
-75
484
$36K ﹤0.01%
2,610
-700
485
$36K ﹤0.01%
200
486
$36K ﹤0.01%
681
-500
487
$36K ﹤0.01%
502
-103
488
$36K ﹤0.01%
2,474
+2,174
489
$36K ﹤0.01%
1,500
490
$36K ﹤0.01%
1,212
+550
491
$36K ﹤0.01%
422
-73
492
$35K ﹤0.01%
741
-75
493
$35K ﹤0.01%
735
+166
494
$35K ﹤0.01%
1,108
-75
495
$34K ﹤0.01%
1,307
496
$34K ﹤0.01%
584
497
$34K ﹤0.01%
2,500
498
$34K ﹤0.01%
440
-430
499
$34K ﹤0.01%
3,111
+2,593
500
$34K ﹤0.01%
1,546
-303
18 19
20
21 22