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
$1.84B
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1 +$4.25M
2 +$2.58M
3 +$1.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
NEE icon
NextEra Energy
NEE
+$1.37M

Top Sells

1 +$2.67M
2 +$1.77M
3 +$855K
4
CVS icon
CVS Health
CVS
+$800K
5
AMT icon
American Tower
AMT
+$677K

Sector Composition

1 Technology 25.42%
2 Financials 12.67%
3 Healthcare 12.5%
4 Consumer Discretionary 9.02%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$24.9K ﹤0.01%
800
577
$24.4K ﹤0.01%
228
+94
578
$24.2K ﹤0.01%
602
579
$23.9K ﹤0.01%
+260
580
$23.8K ﹤0.01%
136
581
$23.7K ﹤0.01%
915
582
$23.7K ﹤0.01%
210
583
$23.6K ﹤0.01%
183
584
$23.6K ﹤0.01%
1,000
585
$23.6K ﹤0.01%
206
+16
586
$23.6K ﹤0.01%
732
587
$23.5K ﹤0.01%
425
588
$23.3K ﹤0.01%
89
+5
589
$23.3K ﹤0.01%
132
+66
590
$23.1K ﹤0.01%
400
591
$23K ﹤0.01%
530
592
$22.6K ﹤0.01%
234
+30
593
$22.5K ﹤0.01%
200
594
$22.5K ﹤0.01%
55
595
$22.4K ﹤0.01%
553
+286
596
$22.2K ﹤0.01%
650
597
$22K ﹤0.01%
991
598
$21.8K ﹤0.01%
200
599
$21.7K ﹤0.01%
326
+296
600
$21.7K ﹤0.01%
80