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
526
$31.6K ﹤0.01%
202
527
$31.4K ﹤0.01%
930
528
$30.8K ﹤0.01%
+376
529
$30K ﹤0.01%
1,982
-40
530
$29.8K ﹤0.01%
675
+120
531
$29.8K ﹤0.01%
67
532
$29.5K ﹤0.01%
1,747
533
$28.8K ﹤0.01%
500
534
$28.8K ﹤0.01%
115
-86
535
$28.8K ﹤0.01%
76
536
$28.4K ﹤0.01%
135
537
$28.1K ﹤0.01%
337
538
$27.9K ﹤0.01%
745
539
$27.3K ﹤0.01%
+580
540
$27.1K ﹤0.01%
+480
541
$26.9K ﹤0.01%
944
-300
542
$26.5K ﹤0.01%
733
543
$26.5K ﹤0.01%
500
544
$25.9K ﹤0.01%
132
545
$25.7K ﹤0.01%
346
546
$25.6K ﹤0.01%
450
-70
547
$24.5K ﹤0.01%
+531
548
$24.2K ﹤0.01%
600
549
$24.2K ﹤0.01%
925
550
$24.1K ﹤0.01%
+602
20 21
22
23 24