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
$1.03B
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,129
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.11M
3
+$1.04M
4
PAG icon
Penske Automotive Group
PAG
+$913K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$611K

Top Sells

1
+$1.8M
2
+$1.69M
3
+$1.66M
4
PM icon
Philip Morris
PM
+$1.34M
5
META icon
Meta Platforms (Facebook)
META
+$1.18M

Sector Composition

1 Healthcare 14.32%
2 Financials 13.08%
3 Technology 12.05%
4 Industrials 11.18%
5 Consumer Staples 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$24K ﹤0.01%
263
-94
552
$24K ﹤0.01%
465
553
$23K ﹤0.01%
+1,650
554
$23K ﹤0.01%
382
555
$23K ﹤0.01%
275
-96
556
$23K ﹤0.01%
294
557
$23K ﹤0.01%
+834
558
$23K ﹤0.01%
522
-510
559
$22K ﹤0.01%
340
-80
560
$22K ﹤0.01%
740
561
$22K ﹤0.01%
1,156
-286
562
$22K ﹤0.01%
1,000
563
$22K ﹤0.01%
644
-95
564
$22K ﹤0.01%
+700
565
$21K ﹤0.01%
400
566
$21K ﹤0.01%
375
-186
567
$21K ﹤0.01%
1,743
+615
568
$21K ﹤0.01%
532
+312
569
$21K ﹤0.01%
364
570
$21K ﹤0.01%
+310
571
$21K ﹤0.01%
746
-356
572
$21K ﹤0.01%
400
573
$21K ﹤0.01%
1,200
-1,300
574
$20K ﹤0.01%
970
575
$20K ﹤0.01%
1,588
-781
21 22
23
24 25