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
$1.25B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$1.69M
3
+$1.15M
4
UL icon
Unilever
UL
+$1.07M
5
EBAY icon
eBay
EBAY
+$987K

Top Sells

1
+$1.86M
2
+$1.44M
3
+$1.14M
4
UN
Unilever NV New York Registry Shares
UN
+$985K
5
TSLA icon
Tesla
TSLA
+$725K

Sector Composition

1 Technology 17.15%
2 Financials 14.81%
3 Healthcare 13.07%
4 Consumer Discretionary 10.6%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$23K ﹤0.01%
564
527
$23K ﹤0.01%
412
+382
528
$23K ﹤0.01%
110
529
$23K ﹤0.01%
300
530
$22K ﹤0.01%
67
531
$22K ﹤0.01%
93
532
$22K ﹤0.01%
152
-18
533
$22K ﹤0.01%
50
534
$22K ﹤0.01%
1,100
535
$22K ﹤0.01%
166
-35
536
$21K ﹤0.01%
180
537
$21K ﹤0.01%
1,000
538
$21K ﹤0.01%
1,000
539
$21K ﹤0.01%
210
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540
$21K ﹤0.01%
125
541
$21K ﹤0.01%
230
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542
$21K ﹤0.01%
95
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543
$20K ﹤0.01%
1,000
544
$20K ﹤0.01%
900
545
$20K ﹤0.01%
344
-254
546
$20K ﹤0.01%
85
547
$20K ﹤0.01%
166
548
$20K ﹤0.01%
2,335
549
$19K ﹤0.01%
322
550
$19K ﹤0.01%
1,350
20 21
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