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
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,108
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.18M
3
+$2.04M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.02M
5
NVDA icon
NVIDIA
NVDA
+$1.82M

Top Sells

1
+$5.5M
2
+$1.83M
3
+$1.42M
4
STZ icon
Constellation Brands
STZ
+$1.37M
5
CVS icon
CVS Health
CVS
+$1.34M

Sector Composition

1 Technology 23.13%
2 Financials 14.78%
3 Healthcare 11.26%
4 Consumer Discretionary 8.56%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$68K ﹤0.01%
331
+143
477
$67.2K ﹤0.01%
300
478
$66.4K ﹤0.01%
158
479
$65.6K ﹤0.01%
293
480
$65.6K ﹤0.01%
892
-312
481
$65.3K ﹤0.01%
579
-71
482
$65K ﹤0.01%
2,828
483
$64.5K ﹤0.01%
780
+709
484
$64.5K ﹤0.01%
1,000
485
$64.4K ﹤0.01%
1,844
+284
486
$64.1K ﹤0.01%
575
487
$63.6K ﹤0.01%
689
488
$63.4K ﹤0.01%
278
489
$63.1K ﹤0.01%
1,076
+230
490
$63.1K ﹤0.01%
3,580
491
$63K ﹤0.01%
270
492
$62.8K ﹤0.01%
419
493
$62.3K ﹤0.01%
1,500
494
$62.2K ﹤0.01%
450
495
$62.1K ﹤0.01%
1,200
496
$61.8K ﹤0.01%
255
-600
497
$60.9K ﹤0.01%
700
498
$60.6K ﹤0.01%
649
499
$60.4K ﹤0.01%
1,016
500
$60.3K ﹤0.01%
650
18 19
20
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