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
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,108
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.18M
3
+$2.04M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.02M
5
NVDA icon
NVIDIA
NVDA
+$1.82M

Top Sells

1
+$5.5M
2
+$1.83M
3
+$1.42M
4
STZ icon
Constellation Brands
STZ
+$1.37M
5
CVS icon
CVS Health
CVS
+$1.34M

Sector Composition

1 Technology 23.13%
2 Financials 14.78%
3 Healthcare 11.26%
4 Consumer Discretionary 8.56%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$35.1K ﹤0.01%
301
577
$34.9K ﹤0.01%
132
578
$34.9K ﹤0.01%
+309
579
$34.6K ﹤0.01%
25
580
$34.3K ﹤0.01%
225
581
$34.3K ﹤0.01%
1,286
+206
582
$34.2K ﹤0.01%
1,000
583
$34.2K ﹤0.01%
630
584
$34.2K ﹤0.01%
447
585
$34.1K ﹤0.01%
175
586
$33.9K ﹤0.01%
615
587
$33.8K ﹤0.01%
+935
588
$33K ﹤0.01%
335
589
$32.8K ﹤0.01%
58
+9
590
$32.8K ﹤0.01%
270
-18
591
$32.7K ﹤0.01%
185
+25
592
$32.6K ﹤0.01%
+369
593
$32.4K ﹤0.01%
2,029
-400
594
$32.4K ﹤0.01%
350
-50
595
$32.3K ﹤0.01%
439
+23
596
$32.1K ﹤0.01%
1,265
+23
597
$32.1K ﹤0.01%
263
598
$32.1K ﹤0.01%
380
599
$31.9K ﹤0.01%
1,850
600
$31.9K ﹤0.01%
1,112
-900
22 23
24
25 26