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
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,108
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.18M
3
+$2.04M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.02M
5
NVDA icon
NVIDIA
NVDA
+$1.82M

Top Sells

1
+$5.5M
2
+$1.83M
3
+$1.42M
4
STZ icon
Constellation Brands
STZ
+$1.37M
5
CVS icon
CVS Health
CVS
+$1.34M

Sector Composition

1 Technology 23.13%
2 Financials 14.78%
3 Healthcare 11.26%
4 Consumer Discretionary 8.56%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$40.6K ﹤0.01%
2,478
552
$40.6K ﹤0.01%
354
-17
553
$40.4K ﹤0.01%
370
-19
554
$40.3K ﹤0.01%
1,425
555
$40K ﹤0.01%
65
556
$39.7K ﹤0.01%
800
557
$39.7K ﹤0.01%
549
558
$39.5K ﹤0.01%
406
+29
559
$39.5K ﹤0.01%
641
560
$39.3K ﹤0.01%
4,509
-690
561
$39K ﹤0.01%
415
562
$38.9K ﹤0.01%
628
563
$38.3K ﹤0.01%
1,695
564
$38K ﹤0.01%
1,400
-200
565
$37.8K ﹤0.01%
103
-41
566
$37.6K ﹤0.01%
665
-278
567
$37K ﹤0.01%
214
568
$36.9K ﹤0.01%
1,027
+227
569
$36.8K ﹤0.01%
109
570
$36.6K ﹤0.01%
400
571
$36.5K ﹤0.01%
205
+16
572
$36.3K ﹤0.01%
303
573
$36.2K ﹤0.01%
+1,320
574
$35.9K ﹤0.01%
500
575
$35.6K ﹤0.01%
870
21 22
23
24 25