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
$1.5B
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
917
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$2.17M
3
+$1.61M
4
UNH icon
UnitedHealth
UNH
+$1.4M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$886K

Top Sells

1
+$8.91M
2
+$7.33M
3
+$5.61M
4
ATVI
Activision Blizzard
ATVI
+$4.38M
5
ADI icon
Analog Devices
ADI
+$3.02M

Sector Composition

1 Technology 23.69%
2 Financials 13.06%
3 Healthcare 13.02%
4 Consumer Discretionary 10.02%
5 Consumer Staples 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$21.3K ﹤0.01%
+97
527
$21.1K ﹤0.01%
1,120
528
$21K ﹤0.01%
1,000
529
$21K ﹤0.01%
300
-150
530
$20.8K ﹤0.01%
+371
531
$20.7K ﹤0.01%
246
532
$20.6K ﹤0.01%
200
-32
533
$20.4K ﹤0.01%
480
534
$20.3K ﹤0.01%
84
535
$20.2K ﹤0.01%
640
-76
536
$20.2K ﹤0.01%
200
537
$20.1K ﹤0.01%
600
538
$19.8K ﹤0.01%
203
+16
539
$19.6K ﹤0.01%
1,000
540
$19.5K ﹤0.01%
168
541
$19.1K ﹤0.01%
+35
542
$18.9K ﹤0.01%
430
-33
543
$18.9K ﹤0.01%
291
-6
544
$18.7K ﹤0.01%
42
545
$18.7K ﹤0.01%
124
+24
546
$18.6K ﹤0.01%
+138
547
$18.5K ﹤0.01%
747
548
$18.5K ﹤0.01%
210
549
$18.4K ﹤0.01%
455
550
$18.4K ﹤0.01%
500
20 21
22
23 24