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
601
$28K ﹤0.01%
373
+128
602
$27.9K ﹤0.01%
290
603
$27.4K ﹤0.01%
1,000
-130
604
$27.4K ﹤0.01%
183
605
$27K ﹤0.01%
63
-7
606
$26.9K ﹤0.01%
200
607
$26.9K ﹤0.01%
280
608
$26.6K ﹤0.01%
135
609
$26.6K ﹤0.01%
562
610
$26.3K ﹤0.01%
80
611
$26.1K ﹤0.01%
190
-16
612
$26.1K ﹤0.01%
+146
613
$25.9K ﹤0.01%
+109
614
$25.8K ﹤0.01%
228
615
$25.7K ﹤0.01%
+239
616
$25.5K ﹤0.01%
260
617
$25.5K ﹤0.01%
809
+9
618
$25.4K ﹤0.01%
371
619
$25.3K ﹤0.01%
264
+256
620
$25K ﹤0.01%
102
621
$24.9K ﹤0.01%
400
622
$24.8K ﹤0.01%
225
623
$24.8K ﹤0.01%
602
624
$24.8K ﹤0.01%
672
625
$24.7K ﹤0.01%
91
-10
23 24
25
26 27