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
501
$59.5K ﹤0.01%
1,233
502
$59K ﹤0.01%
3,940
503
$58.6K ﹤0.01%
1,494
504
$57.9K ﹤0.01%
2,750
505
$56.8K ﹤0.01%
845
506
$55.3K ﹤0.01%
150
-7
507
$53.3K ﹤0.01%
522
-182
508
$53.1K ﹤0.01%
101
509
$52.1K ﹤0.01%
1,827
+200
510
$51.3K ﹤0.01%
1,160
511
$51K ﹤0.01%
344
512
$50.5K ﹤0.01%
1,580
-245
513
$50.2K ﹤0.01%
704
+52
514
$49.8K ﹤0.01%
375
515
$49.7K ﹤0.01%
630
-120
516
$49.6K ﹤0.01%
+156
517
$49.5K ﹤0.01%
1,500
518
$49.5K ﹤0.01%
40
519
$48.6K ﹤0.01%
1,421
+194
520
$48.6K ﹤0.01%
1,700
521
$48.6K ﹤0.01%
975
522
$47.9K ﹤0.01%
1,200
523
$47.9K ﹤0.01%
475
524
$47.7K ﹤0.01%
327
+227
525
$47.2K ﹤0.01%
3,168
+406
19 20
21
22 23