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
526
$34K ﹤0.01%
625
+125
527
$34K ﹤0.01%
132
+17
528
$33K ﹤0.01%
3,355
529
$33K ﹤0.01%
1,050
530
$33K ﹤0.01%
113
-3
531
$32K ﹤0.01%
269
532
$32K ﹤0.01%
760
533
$32K ﹤0.01%
730
534
$31K ﹤0.01%
158
+23
535
$30K ﹤0.01%
350
+200
536
$30K ﹤0.01%
173
+23
537
$29K ﹤0.01%
610
-1,000
538
$29K ﹤0.01%
2,660
+410
539
$29K ﹤0.01%
+488
540
$29K ﹤0.01%
400
541
$28K ﹤0.01%
566
542
$28K ﹤0.01%
100
543
$28K ﹤0.01%
750
544
$28K ﹤0.01%
850
+200
545
$28K ﹤0.01%
1,050
+950
546
$28K ﹤0.01%
220
547
$27K ﹤0.01%
+2,450
548
$27K ﹤0.01%
50
549
$27K ﹤0.01%
300
550
$27K ﹤0.01%
1,747
20 21
22
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