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
$2.06B
AUM Growth
+$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8.76M
3
+$4.62M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.16M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.94M

Top Sells

1
+$2.24M
2
+$2.01M
3
+$1.84M
4
BDX icon
Becton Dickinson
BDX
+$1.61M
5
MSM icon
MSC Industrial Direct
MSM
+$1.58M

Sector Composition

1 Technology 25.01%
2 Financials 13.72%
3 Healthcare 10.59%
4 Consumer Discretionary 9.17%
5 Industrials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$42.3K ﹤0.01%
500
552
$42K ﹤0.01%
549
-366
553
$41.7K ﹤0.01%
400
554
$41.7K ﹤0.01%
571
-160
555
$41.6K ﹤0.01%
2,429
-300
556
$41.2K ﹤0.01%
2,762
+136
557
$41K ﹤0.01%
195
+86
558
$40.4K ﹤0.01%
+415
559
$40.3K ﹤0.01%
+1,425
560
$40.2K ﹤0.01%
1,500
-1,600
561
$40.1K ﹤0.01%
303
562
$40K ﹤0.01%
609
563
$39.5K ﹤0.01%
175
564
$39.2K ﹤0.01%
377
565
$39.1K ﹤0.01%
+1,834
566
$38.9K ﹤0.01%
2,088
-230
567
$38K ﹤0.01%
288
+250
568
$37.7K ﹤0.01%
102
-309
569
$37.4K ﹤0.01%
400
-150
570
$36.6K ﹤0.01%
60
571
$36.1K ﹤0.01%
301
+270
572
$35.8K ﹤0.01%
800
573
$35.8K ﹤0.01%
1,227
-1,500
574
$35.7K ﹤0.01%
232
575
$35.7K ﹤0.01%
416
+384
21 22
23
24 25