TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.65M
3
+$1.47M
4
UNH icon
UnitedHealth
UNH
+$1.45M
5
CVX icon
Chevron
CVX
+$1.36M

Top Sells

1
+$2.36M
2
+$1.92M
3
+$1.34M
4
DLR icon
Digital Realty Trust
DLR
+$1.16M
5
D icon
Dominion Energy
D
+$1.09M

Sector Composition

1 Technology 22.54%
2 Healthcare 13.75%
3 Financials 12.91%
4 Consumer Discretionary 9.61%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$17K ﹤0.01%
500
602
$16.9K ﹤0.01%
52
+10
603
$16.5K ﹤0.01%
+450
604
$16.5K ﹤0.01%
679
+44
605
$16.5K ﹤0.01%
44
606
$15.8K ﹤0.01%
22
-2
607
$15.6K ﹤0.01%
246
608
$15.6K ﹤0.01%
187
-216
609
$15.5K ﹤0.01%
747
-2,241
610
$15.2K ﹤0.01%
115
-270
611
$15.1K ﹤0.01%
455
-171
612
$14.7K ﹤0.01%
80
613
$14.7K ﹤0.01%
300
614
$14.6K ﹤0.01%
155
+55
615
$14.6K ﹤0.01%
500
-377
616
$14.5K ﹤0.01%
1,600
617
$14.3K ﹤0.01%
142
+50
618
$14.2K ﹤0.01%
+142
619
$14.1K ﹤0.01%
1,350
620
$14.1K ﹤0.01%
109
621
$14.1K ﹤0.01%
1,102
622
$14K ﹤0.01%
95
623
$13.9K ﹤0.01%
150
624
$13.9K ﹤0.01%
170
625
$13.5K ﹤0.01%
1,441
23 24
25
26 27