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
$1.26B
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$3.57M
3
+$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.26M
5
JPM icon
JPMorgan Chase
JPM
+$1.25M

Top Sells

1
+$1.88M
2
+$1.51M
3
+$939K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$607K
5
NVDA icon
NVIDIA
NVDA
+$537K

Sector Composition

1 Technology 18.94%
2 Healthcare 14.93%
3 Financials 12.99%
4 Consumer Discretionary 9.42%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$22K ﹤0.01%
1,250
577
$22K ﹤0.01%
902
578
$22K ﹤0.01%
250
+50
579
$22K ﹤0.01%
161
580
$21K ﹤0.01%
1,882
+27
581
$21K ﹤0.01%
76
+26
582
$21K ﹤0.01%
300
583
$21K ﹤0.01%
467
584
$20K ﹤0.01%
1,320
-226
585
$20K ﹤0.01%
1,000
586
$20K ﹤0.01%
1,280
+900
587
$20K ﹤0.01%
408
+282
588
$19K ﹤0.01%
+220
589
$19K ﹤0.01%
2,012
590
$19K ﹤0.01%
108
+50
591
$19K ﹤0.01%
+300
592
$19K ﹤0.01%
86
593
$19K ﹤0.01%
200
-6
594
$18K ﹤0.01%
+625
595
$18K ﹤0.01%
322
596
$18K ﹤0.01%
87
+25
597
$18K ﹤0.01%
275
-625
598
$18K ﹤0.01%
329
-187
599
$18K ﹤0.01%
232
600
$18K ﹤0.01%
110
+39
22 23
24
25 26