TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$3.57M
3
+$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.26M
5
JPM icon
JPMorgan Chase
JPM
+$1.25M

Top Sells

1
+$1.88M
2
+$1.51M
3
+$939K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$607K
5
NVDA icon
NVIDIA
NVDA
+$537K

Sector Composition

1 Technology 18.94%
2 Healthcare 14.93%
3 Financials 12.99%
4 Consumer Discretionary 9.42%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$50K ﹤0.01%
304
477
$50K ﹤0.01%
1,387
478
$50K ﹤0.01%
800
479
$50K ﹤0.01%
627
+265
480
$50K ﹤0.01%
600
+508
481
$49K ﹤0.01%
600
-600
482
$47K ﹤0.01%
130
483
$47K ﹤0.01%
578
484
$47K ﹤0.01%
225
-247
485
$47K ﹤0.01%
4,000
-3,000
486
$47K ﹤0.01%
1,470
487
$46K ﹤0.01%
535
+50
488
$46K ﹤0.01%
2,750
489
$46K ﹤0.01%
1,700
490
$46K ﹤0.01%
707
+656
491
$45K ﹤0.01%
+250
492
$45K ﹤0.01%
2,697
+2,373
493
$45K ﹤0.01%
1,500
494
$44K ﹤0.01%
575
495
$44K ﹤0.01%
1,500
496
$43K ﹤0.01%
1,000
497
$42K ﹤0.01%
366
498
$42K ﹤0.01%
186
499
$42K ﹤0.01%
613
-306
500
$41K ﹤0.01%
974
18 19
20
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