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
$1.25B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$1.69M
3
+$1.15M
4
UL icon
Unilever
UL
+$1.07M
5
EBAY icon
eBay
EBAY
+$987K

Top Sells

1
+$1.86M
2
+$1.44M
3
+$1.14M
4
UN
Unilever NV New York Registry Shares
UN
+$985K
5
TSLA icon
Tesla
TSLA
+$725K

Sector Composition

1 Technology 17.15%
2 Financials 14.81%
3 Healthcare 13.07%
4 Consumer Discretionary 10.6%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$16K ﹤0.01%
135
577
$16K ﹤0.01%
42
578
$16K ﹤0.01%
114
579
$15K ﹤0.01%
86
580
$15K ﹤0.01%
1,068
+54
581
$15K ﹤0.01%
475
582
$15K ﹤0.01%
100
583
$15K ﹤0.01%
250
584
$15K ﹤0.01%
500
-612
585
$14K ﹤0.01%
1,000
586
$14K ﹤0.01%
468
587
$14K ﹤0.01%
600
588
$14K ﹤0.01%
183
589
$14K ﹤0.01%
250
590
$13K ﹤0.01%
259
+159
591
$13K ﹤0.01%
61
592
$13K ﹤0.01%
141
+41
593
$13K ﹤0.01%
158
594
$13K ﹤0.01%
300
595
$13K ﹤0.01%
139
596
$13K ﹤0.01%
300
597
$13K ﹤0.01%
750
598
$13K ﹤0.01%
400
-1,331
599
$12K ﹤0.01%
500
600
$12K ﹤0.01%
231
22 23
24
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