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
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,108
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.18M
3
+$2.04M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.02M
5
NVDA icon
NVIDIA
NVDA
+$1.82M

Top Sells

1
+$5.5M
2
+$1.83M
3
+$1.42M
4
STZ icon
Constellation Brands
STZ
+$1.37M
5
CVS icon
CVS Health
CVS
+$1.34M

Sector Composition

1 Technology 23.13%
2 Financials 14.78%
3 Healthcare 11.26%
4 Consumer Discretionary 8.56%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$46.8K ﹤0.01%
378
-25
527
$46.7K ﹤0.01%
400
-100
528
$46.5K ﹤0.01%
138
+36
529
$46.3K ﹤0.01%
500
530
$46.2K ﹤0.01%
+474
531
$46.1K ﹤0.01%
556
532
$45.9K ﹤0.01%
300
533
$45.8K ﹤0.01%
2,000
534
$45.4K ﹤0.01%
6,200
535
$45.2K ﹤0.01%
650
-2,350
536
$44.1K ﹤0.01%
902
537
$43.9K ﹤0.01%
1,500
538
$43.6K ﹤0.01%
650
539
$43.5K ﹤0.01%
1,300
-3
540
$43.3K ﹤0.01%
198
+155
541
$43.3K ﹤0.01%
920
-100
542
$43.2K ﹤0.01%
600
543
$43K ﹤0.01%
609
544
$42.9K ﹤0.01%
+428
545
$42.4K ﹤0.01%
521
-50
546
$42.3K ﹤0.01%
255
547
$41K ﹤0.01%
1,834
548
$40.9K ﹤0.01%
505
549
$40.8K ﹤0.01%
468
+243
550
$40.7K ﹤0.01%
202
20 21
22
23 24