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
501
$41K ﹤0.01%
300
502
$41K ﹤0.01%
1,160
503
$41K ﹤0.01%
+1,190
504
$41K ﹤0.01%
300
-325
505
$41K ﹤0.01%
818
+95
506
$41K ﹤0.01%
887
507
$40K ﹤0.01%
244
-1
508
$40K ﹤0.01%
500
-2
509
$39K ﹤0.01%
1,600
510
$39K ﹤0.01%
1,716
+306
511
$39K ﹤0.01%
1,055
+500
512
$39K ﹤0.01%
2,335
513
$39K ﹤0.01%
259
514
$39K ﹤0.01%
1,096
+256
515
$38K ﹤0.01%
870
516
$38K ﹤0.01%
430
517
$37K ﹤0.01%
409
518
$37K ﹤0.01%
81
+14
519
$37K ﹤0.01%
100
520
$36K ﹤0.01%
353
-4
521
$35K ﹤0.01%
300
522
$35K ﹤0.01%
256
523
$34K ﹤0.01%
83
-93
524
$34K ﹤0.01%
218
-240
525
$34K ﹤0.01%
1,177
19 20
21
22 23