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
$1.48B
AUM Growth
-$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
884
New
Increased
Reduced
Closed

Top Buys

1 +$2.2M
2 +$1.88M
3 +$1.79M
4
ADSK icon
Autodesk
ADSK
+$1.74M
5
TSM icon
TSMC
TSM
+$1.56M

Top Sells

1 +$2.16M
2 +$2.13M
3 +$1.87M
4
ENB icon
Enbridge
ENB
+$1.66M
5
EBAY icon
eBay
EBAY
+$1.57M

Sector Composition

1 Technology 22.47%
2 Healthcare 14.1%
3 Financials 12.92%
4 Consumer Discretionary 9.52%
5 Consumer Staples 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$18K ﹤0.01%
233
577
$17.9K ﹤0.01%
1,000
578
$17.9K ﹤0.01%
183
579
$17.8K ﹤0.01%
500
580
$17.7K ﹤0.01%
1,000
581
$17.6K ﹤0.01%
84
582
$17.2K ﹤0.01%
600
583
$17.2K ﹤0.01%
42
584
$16.8K ﹤0.01%
168
585
$16.7K ﹤0.01%
455
586
$16.4K ﹤0.01%
500
587
$16.2K ﹤0.01%
463
+63
588
$16.1K ﹤0.01%
1,050
589
$15.9K ﹤0.01%
187
590
$15.8K ﹤0.01%
250
591
$15.7K ﹤0.01%
64
-660
592
$15.7K ﹤0.01%
297
593
$15.7K ﹤0.01%
5,000
+1,000
594
$15.7K ﹤0.01%
80
595
$15.4K ﹤0.01%
220
596
$15.4K ﹤0.01%
52
597
$15.2K ﹤0.01%
+56
598
$15.1K ﹤0.01%
200
-50
599
$15.1K ﹤0.01%
246
600
$15K ﹤0.01%
747