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
501
$40.3K ﹤0.01%
366
502
$39.7K ﹤0.01%
700
+59
503
$39.5K ﹤0.01%
1,560
-10
504
$39.5K ﹤0.01%
325
505
$39.4K ﹤0.01%
300
506
$37.5K ﹤0.01%
2,019
507
$37.2K ﹤0.01%
400
508
$36.3K ﹤0.01%
500
509
$35.8K ﹤0.01%
580
510
$35.7K ﹤0.01%
760
511
$35.3K ﹤0.01%
150
512
$35.3K ﹤0.01%
150
513
$35K ﹤0.01%
204
-158
514
$35K ﹤0.01%
300
515
$34.7K ﹤0.01%
3,355
516
$34.6K ﹤0.01%
322
517
$34.2K ﹤0.01%
350
-277
518
$33.8K ﹤0.01%
566
519
$33.5K ﹤0.01%
902
520
$33K ﹤0.01%
850
521
$32.9K ﹤0.01%
175
522
$32.7K ﹤0.01%
220
523
$32.7K ﹤0.01%
1,000
524
$32.6K ﹤0.01%
340
525
$32.6K ﹤0.01%
300
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