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
$1.25B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$1.69M
3
+$1.15M
4
UL icon
Unilever
UL
+$1.07M
5
EBAY icon
eBay
EBAY
+$987K

Top Sells

1
+$1.86M
2
+$1.44M
3
+$1.14M
4
UN
Unilever NV New York Registry Shares
UN
+$985K
5
TSLA icon
Tesla
TSLA
+$725K

Sector Composition

1 Technology 17.15%
2 Financials 14.81%
3 Healthcare 13.07%
4 Consumer Discretionary 10.6%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$12K ﹤0.01%
250
-970
602
$12K ﹤0.01%
425
603
$12K ﹤0.01%
888
604
$12K ﹤0.01%
300
605
$12K ﹤0.01%
5,000
606
$12K ﹤0.01%
+33
607
$12K ﹤0.01%
25
608
$12K ﹤0.01%
421
609
$12K ﹤0.01%
+44
610
$11K ﹤0.01%
20
611
$11K ﹤0.01%
5
-10
612
$11K ﹤0.01%
763
613
$11K ﹤0.01%
62
614
$11K ﹤0.01%
73
615
$11K ﹤0.01%
83
616
$11K ﹤0.01%
225
617
$11K ﹤0.01%
200
618
$10K ﹤0.01%
+59
619
$10K ﹤0.01%
150
620
$10K ﹤0.01%
47
621
$10K ﹤0.01%
100
622
$10K ﹤0.01%
450
-150
623
$10K ﹤0.01%
134
624
$10K ﹤0.01%
347
625
$10K ﹤0.01%
+487
23 24
25
26 27