TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$3.57M
3
+$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.26M
5
JPM icon
JPMorgan Chase
JPM
+$1.25M

Top Sells

1
+$1.88M
2
+$1.51M
3
+$939K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$607K
5
NVDA icon
NVIDIA
NVDA
+$537K

Sector Composition

1 Technology 18.94%
2 Healthcare 14.93%
3 Financials 12.99%
4 Consumer Discretionary 9.42%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$27K ﹤0.01%
+2,500
552
$27K ﹤0.01%
100
+33
553
$27K ﹤0.01%
364
554
$26K ﹤0.01%
325
-184
555
$26K ﹤0.01%
396
+56
556
$26K ﹤0.01%
835
557
$26K ﹤0.01%
340
+310
558
$26K ﹤0.01%
150
559
$25K ﹤0.01%
777
560
$25K ﹤0.01%
733
561
$25K ﹤0.01%
287
+188
562
$25K ﹤0.01%
202
563
$24K ﹤0.01%
755
+256
564
$24K ﹤0.01%
175
565
$24K ﹤0.01%
100
566
$24K ﹤0.01%
600
567
$24K ﹤0.01%
472
568
$23K ﹤0.01%
245
+58
569
$23K ﹤0.01%
1,202
570
$23K ﹤0.01%
500
-100
571
$23K ﹤0.01%
943
-153
572
$23K ﹤0.01%
520
-2
573
$23K ﹤0.01%
325
-414
574
$22K ﹤0.01%
382
+87
575
$22K ﹤0.01%
1,000
21 22
23
24 25