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
476
$39K ﹤0.01%
200
477
$39K ﹤0.01%
1,700
478
$39K ﹤0.01%
600
479
$39K ﹤0.01%
4,663
480
$38K ﹤0.01%
1,750
481
$38K ﹤0.01%
215
-45
482
$38K ﹤0.01%
1,600
483
$38K ﹤0.01%
1,050
484
$38K ﹤0.01%
1,160
485
$38K ﹤0.01%
900
-100
486
$37K ﹤0.01%
300
487
$36K ﹤0.01%
143
+8
488
$36K ﹤0.01%
575
489
$34K ﹤0.01%
315
490
$34K ﹤0.01%
362
+62
491
$34K ﹤0.01%
+1,544
492
$33K ﹤0.01%
331
+81
493
$33K ﹤0.01%
87
494
$32K ﹤0.01%
430
-2,308
495
$32K ﹤0.01%
175
496
$32K ﹤0.01%
1,231
497
$31K ﹤0.01%
340
498
$31K ﹤0.01%
1,500
499
$30K ﹤0.01%
158
+10
500
$30K ﹤0.01%
650
18 19
20
21 22