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
$1.53B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.65M
3
+$1.47M
4
UNH icon
UnitedHealth
UNH
+$1.45M
5
CVX icon
Chevron
CVX
+$1.36M

Top Sells

1
+$2.36M
2
+$1.92M
3
+$1.34M
4
DLR icon
Digital Realty Trust
DLR
+$1.16M
5
D icon
Dominion Energy
D
+$1.09M

Sector Composition

1 Technology 22.54%
2 Healthcare 13.75%
3 Financials 12.91%
4 Consumer Discretionary 9.61%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$20.5K ﹤0.01%
200
577
$19.8K ﹤0.01%
84
578
$19.8K ﹤0.01%
555
579
$19.7K ﹤0.01%
+297
580
$19.4K ﹤0.01%
270
-50
581
$19.4K ﹤0.01%
1,000
582
$19.4K ﹤0.01%
1,000
583
$19.1K ﹤0.01%
233
584
$18.8K ﹤0.01%
415
-155
585
$18.6K ﹤0.01%
1,000
586
$18.4K ﹤0.01%
179
587
$18.4K ﹤0.01%
168
588
$18.4K ﹤0.01%
100
-118
589
$18.3K ﹤0.01%
250
590
$17.7K ﹤0.01%
220
591
$17.7K ﹤0.01%
600
592
$17.6K ﹤0.01%
467
593
$17.5K ﹤0.01%
1,050
594
$17.5K ﹤0.01%
210
595
$17.5K ﹤0.01%
2,000
-2,000
596
$17.4K ﹤0.01%
37
+10
597
$17.4K ﹤0.01%
250
598
$17.3K ﹤0.01%
42
599
$17.1K ﹤0.01%
158
600
$17.1K ﹤0.01%
183
22 23
24
25 26