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
$2B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$2.39M
3
+$2.3M
4
MSFT icon
Microsoft
MSFT
+$2M
5
AMZN icon
Amazon
AMZN
+$1.25M

Top Sells

1
+$5.11M
2
+$1.55M
3
+$1.18M
4
MA icon
Mastercard
MA
+$1.05M
5
SBUX icon
Starbucks
SBUX
+$605K

Sector Composition

1 Technology 24.39%
2 Financials 13.18%
3 Healthcare 12.44%
4 Consumer Discretionary 9.15%
5 Industrials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$32.7K ﹤0.01%
+628
577
$32.3K ﹤0.01%
612
-946
578
$32.1K ﹤0.01%
109
+20
579
$31.6K ﹤0.01%
1,087
580
$30.7K ﹤0.01%
683
+203
581
$30.6K ﹤0.01%
300
582
$30.6K ﹤0.01%
+501
583
$30.6K ﹤0.01%
126
+29
584
$30.4K ﹤0.01%
497
+72
585
$30.4K ﹤0.01%
60
+28
586
$30.4K ﹤0.01%
1,508
+8
587
$30.3K ﹤0.01%
1,298
+382
588
$30.2K ﹤0.01%
335
+35
589
$30.1K ﹤0.01%
450
-50
590
$30K ﹤0.01%
228
591
$29.6K ﹤0.01%
+368
592
$29.6K ﹤0.01%
300
593
$29.6K ﹤0.01%
+150
594
$29.5K ﹤0.01%
4,500
595
$29.3K ﹤0.01%
33
-13
596
$29.3K ﹤0.01%
260
597
$29.2K ﹤0.01%
650
598
$29.1K ﹤0.01%
+500
599
$28.9K ﹤0.01%
+100
600
$28.7K ﹤0.01%
607
+77
22 23
24
25 26