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
$1.53B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.65M
3
+$1.47M
4
UNH icon
UnitedHealth
UNH
+$1.45M
5
CVX icon
Chevron
CVX
+$1.36M

Top Sells

1
+$2.36M
2
+$1.92M
3
+$1.34M
4
DLR icon
Digital Realty Trust
DLR
+$1.16M
5
D icon
Dominion Energy
D
+$1.09M

Sector Composition

1 Technology 22.54%
2 Healthcare 13.75%
3 Financials 12.91%
4 Consumer Discretionary 9.61%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$51.6K ﹤0.01%
818
-250
477
$48.9K ﹤0.01%
1,700
478
$48.7K ﹤0.01%
1,142
-9
479
$48.6K ﹤0.01%
67
480
$48.3K ﹤0.01%
2,703
481
$48.1K ﹤0.01%
2,885
+2,035
482
$48K ﹤0.01%
334
+300
483
$47K ﹤0.01%
1,600
484
$46.5K ﹤0.01%
938
+666
485
$45.6K ﹤0.01%
685
486
$45.5K ﹤0.01%
186
487
$45.5K ﹤0.01%
700
488
$45K ﹤0.01%
265
-46
489
$44.9K ﹤0.01%
500
-700
490
$44.5K ﹤0.01%
1,096
491
$44.3K ﹤0.01%
1,850
-300
492
$43.8K ﹤0.01%
1,750
+250
493
$43K ﹤0.01%
1,160
494
$42.8K ﹤0.01%
650
495
$42.5K ﹤0.01%
+320
496
$41.4K ﹤0.01%
870
497
$41.3K ﹤0.01%
325
-200
498
$41.2K ﹤0.01%
2,012
499
$40.6K ﹤0.01%
650
500
$40.3K ﹤0.01%
700
-320
18 19
20
21 22