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
$1.53B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.65M
3
+$1.47M
4
UNH icon
UnitedHealth
UNH
+$1.45M
5
CVX icon
Chevron
CVX
+$1.36M

Top Sells

1
+$2.36M
2
+$1.92M
3
+$1.34M
4
DLR icon
Digital Realty Trust
DLR
+$1.16M
5
D icon
Dominion Energy
D
+$1.09M

Sector Composition

1 Technology 22.54%
2 Healthcare 13.75%
3 Financials 12.91%
4 Consumer Discretionary 9.61%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$24K ﹤0.01%
+580
552
$24K ﹤0.01%
1,629
553
$23.9K ﹤0.01%
490
554
$23.3K ﹤0.01%
+1,000
555
$23.2K ﹤0.01%
+70
556
$23.1K ﹤0.01%
600
557
$23K ﹤0.01%
352
-378
558
$22.5K ﹤0.01%
1,181
-654
559
$22.5K ﹤0.01%
100
560
$22.5K ﹤0.01%
232
561
$22.1K ﹤0.01%
331
+100
562
$22K ﹤0.01%
150
563
$22K ﹤0.01%
596
-107
564
$21.8K ﹤0.01%
425
565
$21.8K ﹤0.01%
180
-14
566
$21.7K ﹤0.01%
1,280
567
$21.5K ﹤0.01%
150
-119
568
$21.5K ﹤0.01%
95
569
$21.4K ﹤0.01%
210
570
$21.2K ﹤0.01%
400
571
$21K ﹤0.01%
129
+9
572
$21K ﹤0.01%
+834
573
$20.9K ﹤0.01%
187
-58
574
$20.6K ﹤0.01%
4,000
575
$20.6K ﹤0.01%
800
21 22
23
24 25