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
$687M
AUM Growth
+$257K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
875
New
Increased
Reduced
Closed

Top Buys

1 +$779K
2 +$773K
3 +$738K
4
BLK icon
Blackrock
BLK
+$664K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$501K

Top Sells

1 +$1.11M
2 +$922K
3 +$445K
4
BHP icon
BHP
BHP
+$400K
5
ORCL icon
Oracle
ORCL
+$326K

Sector Composition

1 Healthcare 14.28%
2 Industrials 13.39%
3 Technology 11.49%
4 Consumer Staples 10.47%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$9K ﹤0.01%
+170
627
$9K ﹤0.01%
95
628
$9K ﹤0.01%
394
629
$9K ﹤0.01%
350
630
$9K ﹤0.01%
+516
631
$9K ﹤0.01%
88
-328
632
$9K ﹤0.01%
100
633
$9K ﹤0.01%
136
+36
634
$9K ﹤0.01%
160
635
$9K ﹤0.01%
150
636
$9K ﹤0.01%
389
637
$9K ﹤0.01%
218
638
$8K ﹤0.01%
724
639
$8K ﹤0.01%
+108
640
$8K ﹤0.01%
+100
641
$8K ﹤0.01%
183
642
$8K ﹤0.01%
136
643
$8K ﹤0.01%
160
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$8K ﹤0.01%
527
645
$8K ﹤0.01%
400
646
$8K ﹤0.01%
315
647
$8K ﹤0.01%
30
648
$8K ﹤0.01%
279
649
$8K ﹤0.01%
312
650
$8K ﹤0.01%
+200