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
501
$57.2K ﹤0.01%
575
-50
502
$57K ﹤0.01%
649
503
$56.6K ﹤0.01%
1,175
504
$55.1K ﹤0.01%
344
505
$54.5K ﹤0.01%
652
+66
506
$53.9K ﹤0.01%
6,200
507
$53.8K ﹤0.01%
550
+528
508
$53.6K ﹤0.01%
278
509
$53.2K ﹤0.01%
1,500
510
$53K ﹤0.01%
1,160
511
$51.8K ﹤0.01%
+675
512
$51.3K ﹤0.01%
700
513
$50.9K ﹤0.01%
157
-5
514
$50.8K ﹤0.01%
450
515
$50.8K ﹤0.01%
1,700
516
$50.2K ﹤0.01%
2,626
+1,372
517
$50K ﹤0.01%
1,377
+645
518
$49.4K ﹤0.01%
943
+165
519
$49.4K ﹤0.01%
61
+60
520
$49.1K ﹤0.01%
630
-1,641
521
$49K ﹤0.01%
730
+45
522
$48.5K ﹤0.01%
600
523
$47.9K ﹤0.01%
650
524
$47.4K ﹤0.01%
403
+88
525
$47.1K ﹤0.01%
4,700
+4,405
19 20
21
22 23