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
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$2.39M
3
+$2.3M
4
MSFT icon
Microsoft
MSFT
+$2M
5
AMZN icon
Amazon
AMZN
+$1.25M

Top Sells

1
+$5.11M
2
+$1.55M
3
+$1.18M
4
MA icon
Mastercard
MA
+$1.05M
5
SBUX icon
Starbucks
SBUX
+$605K

Sector Composition

1 Technology 24.39%
2 Financials 13.18%
3 Healthcare 12.44%
4 Consumer Discretionary 9.15%
5 Industrials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$46.7K ﹤0.01%
303
-60
527
$46.6K ﹤0.01%
902
528
$46.5K ﹤0.01%
232
+32
529
$46.4K ﹤0.01%
2,318
+1
530
$46.2K ﹤0.01%
641
+99
531
$45.7K ﹤0.01%
2,729
+2,329
532
$44.9K ﹤0.01%
500
533
$44.9K ﹤0.01%
300
534
$44.8K ﹤0.01%
1,000
+70
535
$44.2K ﹤0.01%
975
536
$44.2K ﹤0.01%
200
-38
537
$43.7K ﹤0.01%
500
-422
538
$43.5K ﹤0.01%
731
+729
539
$43K ﹤0.01%
609
540
$42.9K ﹤0.01%
400
-8
541
$42.8K ﹤0.01%
3,189
-263
542
$42.4K ﹤0.01%
425
-50
543
$42.1K ﹤0.01%
+500
544
$41.9K ﹤0.01%
380
+40
545
$41.7K ﹤0.01%
202
546
$41.6K ﹤0.01%
1,000
547
$41.4K ﹤0.01%
422
+65
548
$41.3K ﹤0.01%
1,546
549
$40.9K ﹤0.01%
+876
550
$40.7K ﹤0.01%
160
20 21
22
23 24