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
$1.25B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$1.69M
3
+$1.15M
4
UL icon
Unilever
UL
+$1.07M
5
EBAY icon
eBay
EBAY
+$987K

Top Sells

1
+$1.86M
2
+$1.44M
3
+$1.14M
4
UN
Unilever NV New York Registry Shares
UN
+$985K
5
TSLA icon
Tesla
TSLA
+$725K

Sector Composition

1 Technology 17.15%
2 Financials 14.81%
3 Healthcare 13.07%
4 Consumer Discretionary 10.6%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$19K ﹤0.01%
1,000
552
$18K ﹤0.01%
500
553
$18K ﹤0.01%
431
-103
554
$18K ﹤0.01%
1,441
555
$18K ﹤0.01%
+164
556
$18K ﹤0.01%
630
557
$18K ﹤0.01%
1,000
558
$18K ﹤0.01%
600
559
$18K ﹤0.01%
1,010
560
$17K ﹤0.01%
200
561
$17K ﹤0.01%
128
562
$17K ﹤0.01%
241
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563
$17K ﹤0.01%
200
564
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50
565
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1,500
566
$17K ﹤0.01%
300
567
$17K ﹤0.01%
400
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$17K ﹤0.01%
113
569
$16K ﹤0.01%
250
570
$16K ﹤0.01%
73
571
$16K ﹤0.01%
257
572
$16K ﹤0.01%
140
573
$16K ﹤0.01%
100
574
$16K ﹤0.01%
179
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575
$16K ﹤0.01%
250
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