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
$2.06B
AUM Growth
+$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8.76M
3
+$4.62M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.16M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.94M

Top Sells

1
+$2.24M
2
+$2.01M
3
+$1.84M
4
BDX icon
Becton Dickinson
BDX
+$1.61M
5
MSM icon
MSC Industrial Direct
MSM
+$1.58M

Sector Composition

1 Technology 25.01%
2 Financials 13.72%
3 Healthcare 10.59%
4 Consumer Discretionary 9.17%
5 Industrials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$70.8K ﹤0.01%
192
+15
477
$70.8K ﹤0.01%
641
478
$70.1K ﹤0.01%
704
+3
479
$70.1K ﹤0.01%
775
480
$69.8K ﹤0.01%
5,249
-650
481
$69.5K ﹤0.01%
270
482
$69.1K ﹤0.01%
821
483
$69K ﹤0.01%
+375
484
$68.4K ﹤0.01%
800
485
$68K ﹤0.01%
2,000
486
$67.8K ﹤0.01%
2,208
487
$67.7K ﹤0.01%
1,200
-260
488
$67.3K ﹤0.01%
419
489
$67K ﹤0.01%
293
490
$66.8K ﹤0.01%
904
491
$65.8K ﹤0.01%
1,000
-1,000
492
$65.3K ﹤0.01%
158
-4
493
$65K ﹤0.01%
2,828
494
$64.7K ﹤0.01%
5,199
+37
495
$64.7K ﹤0.01%
650
496
$64K ﹤0.01%
754
-62
497
$64K ﹤0.01%
3,940
498
$63.8K ﹤0.01%
689
499
$63.2K ﹤0.01%
1,494
500
$62.8K ﹤0.01%
845
18 19
20
21 22