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
601
$21.5K ﹤0.01%
409
602
$21.4K ﹤0.01%
562
603
$21.3K ﹤0.01%
500
604
$21.3K ﹤0.01%
97
605
$21.3K ﹤0.01%
280
-700
606
$21.1K ﹤0.01%
371
607
$21.1K ﹤0.01%
275
608
$21K ﹤0.01%
187
+49
609
$20.9K ﹤0.01%
201
610
$20.4K ﹤0.01%
467
611
$20.2K ﹤0.01%
225
+35
612
$20K ﹤0.01%
519
613
$19.8K ﹤0.01%
+210
614
$19.4K ﹤0.01%
500
615
$19.2K ﹤0.01%
600
616
$19.2K ﹤0.01%
168
617
$18.9K ﹤0.01%
1,000
618
$18.8K ﹤0.01%
225
-225
619
$18.5K ﹤0.01%
313
-100
620
$18.4K ﹤0.01%
300
621
$18.4K ﹤0.01%
916
+447
622
$18.2K ﹤0.01%
216
623
$18K ﹤0.01%
35
624
$18K ﹤0.01%
169
-20
625
$18K ﹤0.01%
231
23 24
25
26 27