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
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$2.39M
3
+$2.3M
4
MSFT icon
Microsoft
MSFT
+$2M
5
AMZN icon
Amazon
AMZN
+$1.25M

Top Sells

1
+$5.11M
2
+$1.55M
3
+$1.18M
4
MA icon
Mastercard
MA
+$1.05M
5
SBUX icon
Starbucks
SBUX
+$605K

Sector Composition

1 Technology 24.39%
2 Financials 13.18%
3 Healthcare 12.44%
4 Consumer Discretionary 9.15%
5 Industrials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$40.6K ﹤0.01%
+2,478
552
$40.4K ﹤0.01%
+101
553
$39.8K ﹤0.01%
870
554
$38.9K ﹤0.01%
+1,250
555
$38.8K ﹤0.01%
225
+75
556
$38.7K ﹤0.01%
188
+52
557
$38.4K ﹤0.01%
800
-100
558
$38.1K ﹤0.01%
303
559
$37.2K ﹤0.01%
377
+127
560
$36.9K ﹤0.01%
1,747
561
$36.5K ﹤0.01%
214
562
$36.4K ﹤0.01%
175
563
$36.3K ﹤0.01%
1,500
564
$36.3K ﹤0.01%
60
565
$35.8K ﹤0.01%
615
-370
566
$35.6K ﹤0.01%
300
567
$35.3K ﹤0.01%
1,086
-914
568
$35.2K ﹤0.01%
566
569
$35.1K ﹤0.01%
964
570
$35.1K ﹤0.01%
376
571
$35K ﹤0.01%
90
+85
572
$35K ﹤0.01%
+477
573
$35K ﹤0.01%
176
+44
574
$34.6K ﹤0.01%
365
575
$32.8K ﹤0.01%
145
+25
21 22
23
24 25