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
$2B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$2.39M
3
+$2.3M
4
MSFT icon
Microsoft
MSFT
+$2M
5
AMZN icon
Amazon
AMZN
+$1.25M

Top Sells

1
+$5.11M
2
+$1.55M
3
+$1.18M
4
MA icon
Mastercard
MA
+$1.05M
5
SBUX icon
Starbucks
SBUX
+$605K

Sector Composition

1 Technology 24.39%
2 Financials 13.18%
3 Healthcare 12.44%
4 Consumer Discretionary 9.15%
5 Industrials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$66.4K ﹤0.01%
2,100
+1,500
477
$66.3K ﹤0.01%
2,828
-1,000
478
$66.2K ﹤0.01%
5,899
-800
479
$65.9K ﹤0.01%
1,233
+135
480
$65.8K ﹤0.01%
1,504
+4
481
$65.8K ﹤0.01%
689
482
$65.5K ﹤0.01%
1,046
-77
483
$65.2K ﹤0.01%
2,208
484
$64K ﹤0.01%
1,494
+62
485
$64K ﹤0.01%
389
+67
486
$64K ﹤0.01%
3,940
487
$63.2K ﹤0.01%
650
488
$62.9K ﹤0.01%
1,825
489
$62.6K ﹤0.01%
1,303
+3
490
$61.5K ﹤0.01%
2,000
-1,000
491
$61.4K ﹤0.01%
1,016
492
$61.1K ﹤0.01%
1,850
493
$59.9K ﹤0.01%
5,162
+277
494
$59.6K ﹤0.01%
1,591
+86
495
$59.4K ﹤0.01%
1,644
+994
496
$59.4K ﹤0.01%
500
-8
497
$58.7K ﹤0.01%
1,200
498
$58K ﹤0.01%
183
-2
499
$57.5K ﹤0.01%
650
500
$57.2K ﹤0.01%
2,000
-2,000
18 19
20
21 22